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
2025 Q3	$224K	Buy
2025 Q2	$211K	Buy
2025 Q1	$202K	Buy
2024 Q1	–	Sell
2023 Q4	$10.5M	Sell
2023 Q3	$11.6M	Buy
2022 Q4	–	Sell
2022 Q3	$263K	Buy
2022 Q2	$277K	Buy
2022 Q1	$316K	Buy
2021 Q4	$297K	Buy