Granite Bay Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $488K | Sell |
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|
2025
Q2 | $752K | Sell |
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|
2025
Q1 | $963K | Sell |
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|
2024
Q4 | $1.15M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $1.57M | Buy |
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|
2024
Q1 | $1.03M | Sell |
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|
2023
Q4 | $59.3M | Buy |
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|
2023
Q3 | $56.1M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $877K | Sell |
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|
2022
Q4 | $915K | Sell |
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|
2022
Q3 | $945K | Sell |
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|
2022
Q2 | $1.03M | Sell |
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|
2022
Q1 | $1.53M | Buy |
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|
2021
Q4 | $1.43M | Buy |
|