Granite Bay Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Granite Bay Wealth Management’s Portfolio SCHZ Stock Details SCHZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-144,932	Closed	-$3.25M	–	252
2023 Q4	$3.25M	Buy	144,932 +23,594	+19%	+$528K	0.03%	135
2023 Q3	$2.75M	Buy	+121,338	New	+$2.75M	0.03%	152
2022 Q2	–	Sell	-10,136	Closed	-$256K	–	59
2022 Q1	$256K	Sell	10,136 -4,800	-32%	-$125K	0.21%	53
2021 Q4	$403K	Buy	+14,936	New	+$404K	0.4%	36

Other funds holding SCHZ

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

RIM

Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Granite Bay Wealth Management's SCHZ Position: Q1 2024 in Review

Granite Bay Wealth Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2024, closing a stake of 144,932 shares — an estimated $3.25M sold.

Granite Bay Wealth Management first reported a position in SCHZ in Q4 2021 and held it in 4 quarters. The position peaked at $3.25M in Q4 2023. 570 funds tracked by Wall St. Rank hold SCHZ as of Q1 2024.

Granite Bay Wealth Management reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2024 after selling out during the quarter.
Granite Bay Wealth Management sold 144,932 Schwab US Aggregate Bond ETF shares in Q1 2024, an estimated $3.25M.
Granite Bay Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2021 and held it in 4 quarters.
Granite Bay Wealth Management's Schwab US Aggregate Bond ETF position peaked at $3.25M in Q4 2023.
570 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2024.

Based on Granite Bay Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.