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Granite Bay Wealth Management’s Schwab International Equity ETF SCHF Stock Holding History

Granite Bay Wealth Management’s Portfolio SCHF Stock Details SCHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-195,084
Closed -$3.38M – 249
2023
Q4 		$3.38M Buy
195,084
+284
+0.1% +$4.93K 0.03% 130
2023
Q3 		$3.44M Buy
+194,800
New +$3.44M 0.03% 136

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Charles Schwab
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Creative Planning
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Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Corient Private Wealth
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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Granite Bay Wealth Management's SCHF Position: Q1 2024 in Review

Granite Bay Wealth Management sold out of Schwab International Equity ETF (SCHF) in Q1 2024, closing a stake of 195,084 shares — an estimated $3.38M sold.

Granite Bay Wealth Management first reported a position in SCHF in Q3 2023 and held it in 2 quarters. The position peaked at $3.44M in Q3 2023. 1,116 funds tracked by Wall St. Rank hold SCHF as of Q1 2024.

  • Granite Bay Wealth Management reported no remaining Schwab International Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Granite Bay Wealth Management sold 195,084 Schwab International Equity ETF shares in Q1 2024, an estimated $3.38M.
  • Granite Bay Wealth Management first reported a position in Schwab International Equity ETF in Q3 2023 and held it in 2 quarters.
  • Granite Bay Wealth Management's Schwab International Equity ETF position peaked at $3.44M in Q3 2023.
  • 1,116 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2024.

Based on Granite Bay Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.