Granite Investment Partners’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.56M | Sell |
181,793
-3,000
| -2% | -$78.7K | 0.28% | 116 |
|
|
2025
Q4 | $4.85M | Sell |
184,793
-125
| -0.1% | -$3.25K | 0.29% | 114 |
|
|
2025
Q3 | $4.75M | Hold |
184,918
| – | – | 0.27% | 116 |
|
|
2025
Q2 | $4.41M | Sell |
184,918
-2,164
| -1% | -$47.7K | 0.22% | 120 |
|
|
2025
Q1 | $4.03M | Buy |
187,082
+21,060
| +13% | +$479K | 0.2% | 132 |
|
|
2024
Q4 | $3.77M | Sell |
166,022
-139
| -0.1% | -$3.17K | 0.16% | 153 |
|
|
2024
Q3 | $3.68M | Sell |
166,161
-4,761
| -3% | -$102K | 0.16% | 158 |
|
|
2024
Q2 | $3.58M | Hold |
170,922
| – | – | 0.15% | 172 |
|
|
2024
Q1 | $3.48M | Hold |
170,922
| – | – | 0.13% | 175 |
|
|
2023
Q4 | $3.17M | Sell |
170,922
-675
| -0.4% | -$11.7K | 0.12% | 181 |
|
|
2023
Q3 | $2.85M | Hold |
171,597
| – | – | 0.12% | 181 |
|
|
2023
Q2 | $2.96M | Hold |
171,597
| – | – | 0.12% | 183 |
|
|
2023
Q1 | $2.74M | Hold |
171,597
| – | – | 0.11% | 179 |
|
|
2022
Q4 | $2.56M | Sell |
171,597
-105
| -0.1% | -$1.58K | 0.11% | 182 |
|
|
2022
Q3 | $2.4M | Sell |
171,702
-1,500
| -0.9% | -$23.3K | 0.1% | 181 |
|
|
2022
Q2 | $2.55M | Sell |
173,202
-6,000
| -3% | -$96.3K | 0.11% | 181 |
|
|
2022
Q1 | $3.19M | Buy |
179,202
+5,580
| +3% | +$97.9K | 0.11% | 181 |
|
|
2021
Q4 | $3.27M | Buy |
173,622
+5,562
| +3% | +$102K | 0.1% | 186 |
|
|
2021
Q3 | $2.91M | Buy |
168,060
+3,402
| +2% | +$60.5K | 0.09% | 185 |
|
|
2021
Q2 | $2.86M | Buy |
164,658
+3,510
| +2% | +$59.4K | 0.09% | 190 |
|
|
2021
Q1 | $2.6M | Buy |
161,148
+1,050
| +0.7% | +$16.6K | 0.09% | 184 |
|
|
2020
Q4 | $2.43M | Buy |
160,098
+16,800
| +12% | +$239K | 0.09% | 180 |
|
|
2020
Q3 | $1.9M | Buy |
143,298
+6,180
| +5% | +$81.3K | 0.08% | 191 |
|
|
2020
Q2 | $1.76M | Buy |
137,118
+29,400
| +27% | +$339K | 0.08% | 190 |
|
|
2020
Q1 | $1.2M | Sell |
107,718
-16,200
| -13% | -$196K | 0.08% | 202 |
|
|
2019
Q4 | $1.63M | Sell |
123,918
-660
| -0.5% | -$8.1K | 0.08% | 208 |
|
|
2019
Q3 | $1.49M | Buy |
124,578
+12,660
| +11% | +$150K | 0.08% | 196 |
|
|
2019
Q2 | $1.32M | Buy |
111,918
+3,600
| +3% | +$41.6K | 0.07% | 196 |
|
|
2019
Q1 | $1.28M | Sell |
108,318
-5,100
| -4% | -$55.7K | 0.07% | 181 |
|
|
2018
Q4 | $1.13M | Buy |
113,418
+7,200
| +7% | +$77.8K | 0.08% | 157 |
|
|
2018
Q3 | $1.15M | Hold |
106,218
| – | – | 0.07% | 164 |
|
|
2018
Q2 | $1.21M | Hold |
106,218
| – | – | 0.08% | 144 |
|
|
2018
Q1 | $1.14M | Sell |
106,218
-1,200
| -1% | -$13.2K | 0.08% | 164 |
|
|
2017
Q4 | $1.23M | Buy |
107,418
+15,708
| +17% | +$165K | 0.08% | 188 |
|
|
2017
Q3 | $951K | Buy |
91,710
+3,600
| +4% | +$35.7K | 0.06% | 219 |
|
|
2017
Q2 | $876K | Buy |
88,110
+1,800
| +2% | +$17.4K | 0.06% | 246 |
|
|
2017
Q1 | $818K | Buy |
86,310
+3,324
| +4% | +$31.2K | 0.06% | 242 |
|
|
2016
Q4 | $763K | Buy |
+82,986
| New | +$731K | 0.06% | 256 |
|
Other funds holding SCHB
R
SCM
SG
EK
HCM