GBWM
SCHX icon

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

Granite Bay Wealth Management’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$392K Sell
13,323
-1,247
-9% -$35.6K 0.04% 131
2026
Q1 		$368K Sell
14,570
-520
-3% -$13.9K 0.08% 65
2025
Q4 		$406K Sell
15,090
-3,445
-19% -$92K 0.1% 59
2025
Q3 		$488K Sell
18,535
-12,255
-40% -$311K 0.13% 49
2025
Q2 		$752K Sell
30,790
-12,811
-29% -$290K 0.24% 36
2025
Q1 		$963K Sell
43,601
-6,055
-12% -$141K 0.33% 37
2024
Q4 		$1.15M Buy
+49,656
New +$1.16M 0.43% 33
2024
Q3 		– Sell
-73,296
Closed -$1.57M – 69
2024
Q2 		$1.57M Buy
73,296
+23,412
+47% +$484K 0.84% 21
2024
Q1 		$1.03M Buy
+49,884
New +$982K 0.59% 38
2023
Q2 		– Sell
-54,405
Closed -$877K – 71
2023
Q1 		$877K Sell
54,405
-6,399
-11% -$101K 0.61% 25
2022
Q4 		$915K Sell
60,804
-6,132
-9% -$92.8K 0.6% 22
2022
Q3 		$945K Sell
66,936
-2,580
-4% -$40.5K 0.76% 18
2022
Q2 		$1.03M Sell
69,516
-16,011
-19% -$259K 0.8% 17
2022
Q1 		$1.53M Buy
85,527
+9,621
+13% +$170K 1.24% 14
2021
Q4 		$1.43M Buy
+75,906
New +$1.4M 1.41% 15

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

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

Granite Bay Wealth Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 8.6% in Q2 2026, selling an estimated $35.6K and leaving 13,323 shares worth $392K. The position accounts for 0.04% of the portfolio, ranked #131.

Granite Bay Wealth Management first reported a position in SCHX in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.57M in Q2 2024. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Granite Bay Wealth Management held 13,323 shares of Schwab US Large- Cap ETF worth $392K as of Q2 2026.
  • Granite Bay Wealth Management sold 1,247 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $35.6K.
  • Schwab US Large- Cap ETF made up 0.04% of Granite Bay Wealth Management's portfolio in Q2 2026, its #131 holding.
  • Granite Bay Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 15 quarters since.
  • Granite Bay Wealth Management's Schwab US Large- Cap ETF position peaked at $1.57M in Q2 2024.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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