Granite Bay Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Granite Bay Wealth Management’s Portfolio SCHV Stock Details SCHV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$271K	Buy	7,792 +35	+0.5%	+$1.15K	0.03%	145
2026 Q1	$237K	Buy	7,757 +36	+0.5%	+$1.12K	0.05%	82
2025 Q4	$229K	Buy	7,721 +43	+0.6%	+$1.26K	0.06%	81
2025 Q3	$224K	Buy	7,678 +39	+0.5%	+$1.11K	0.06%	73
2025 Q2	$211K	Buy	7,639 +40	+0.5%	+$1.05K	0.07%	67
2025 Q1	$202K	Buy	+7,599	New	+$204K	0.07%	72
2022 Q4	–	Sell	-13,503	Closed	-$263K	–	70
2022 Q3	$263K	Buy	13,503 +177	+1%	+$3.81K	0.21%	48
2022 Q2	$277K	Buy	13,326 +66	+0.5%	+$1.48K	0.21%	44
2022 Q1	$316K	Buy	13,260 +1,098	+9%	+$26K	0.26%	44
2021 Q4	$297K	Buy	+12,162	New	+$288K	0.29%	44

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Granite Bay Wealth Management's SCHV Position: Q2 2026 in Review

Granite Bay Wealth Management increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.45% in Q2 2026, buying an estimated $1.15K and bringing the position to 7,792 shares worth $271K. The position accounts for 0.03% of the portfolio, ranked #145.

Granite Bay Wealth Management first reported a position in SCHV in Q4 2021 and has held it in 10 quarters since. The position peaked at $316K in Q1 2022. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Granite Bay Wealth Management held 7,792 shares of Schwab US Large-Cap Value ETF worth $271K as of Q2 2026.
Granite Bay Wealth Management bought 35 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $1.15K.
Schwab US Large-Cap Value ETF made up 0.03% of Granite Bay Wealth Management's portfolio in Q2 2026, its #145 holding.
Granite Bay Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2021 and has held it in 10 quarters since.
Granite Bay Wealth Management's Schwab US Large-Cap Value ETF position peaked at $316K in Q1 2022.
991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Granite Bay Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.