GBWM
Granite Bay Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Buy |
7,639
+40
| +0.5% | +$1.11K | 0.07% | 67 |
|
|
2025
Q1 | $202K | Buy |
+7,599
| New | +$202K | 0.07% | 72 |
|
|
2024
Q1 | – | Sell |
-159,547
| Closed | -$10.5M | – | 251 |
|
|
2023
Q4 | $10.5M | Sell |
159,547
-11,850
| -7% | -$777K | 0.09% | 77 |
|
|
2023
Q3 | $11.6M | Buy |
+171,397
| New | +$11.6M | 0.11% | 76 |
|
|
2022
Q4 | – | Sell |
-4,501
| Closed | -$263K | – | 70 |
|
|
2022
Q3 | $263K | Buy |
4,501
+59
| +1% | +$3.45K | 0.21% | 48 |
|
|
2022
Q2 | $277K | Buy |
4,442
+22
| +0.5% | +$1.37K | 0.21% | 44 |
|
|
2022
Q1 | $316K | Buy |
4,420
+366
| +9% | +$26.2K | 0.26% | 44 |
|
|
2021
Q4 | $297K | Buy |
+4,054
| New | +$297K | 0.29% | 44 |
|