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 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	Sell	49,884 -3,321,666	-99%	-$65.4M	0.59%	38
2023 Q4	$59.3M	Buy	3,371,550 +174,603	+5%	+$3.07M	0.53%	31
2023 Q3	$56.1M	Buy	+3,196,947	New	+$56.1M	0.55%	32
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 Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Granite Bay Wealth Management's SCHX Position: Q1 2026 in Review

Granite Bay Wealth Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 3.4% in Q1 2026, selling an estimated $13.9K and leaving 14,570 shares worth $368K. The position accounts for 0.08% of the portfolio, ranked #65.

Granite Bay Wealth Management first reported a position in SCHX in Q4 2021 and has held it in 16 quarters since. The position peaked at $59.3M in Q4 2023. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Granite Bay Wealth Management held 14,570 shares of Schwab US Large- Cap ETF worth $368K as of Q1 2026.
Granite Bay Wealth Management sold 520 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $13.9K.
Schwab US Large- Cap ETF made up 0.08% of Granite Bay Wealth Management's portfolio in Q1 2026, its #65 holding.
Granite Bay Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 16 quarters since.
Granite Bay Wealth Management's Schwab US Large- Cap ETF position peaked at $59.3M in Q4 2023.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Granite Bay Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.