GIP
SCHV

Granite Investment Partners’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Granite Investment Partners’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-12
Closed – – 272
2022
Q2 		$0 Buy
+12
New +$269 ﹤0.01% 284

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Granite Investment Partners's SCHV Position: Q3 2022 in Review

Granite Investment Partners sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2022, closing a stake of 12 shares.

Granite Investment Partners first reported a position in SCHV in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 638 funds tracked by Wall St. Rank hold SCHV as of Q3 2022.

  • Granite Investment Partners reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2022 after selling out during the quarter.
  • Granite Investment Partners sold 12 Schwab US Large-Cap Value ETF shares in Q3 2022.
  • Granite Investment Partners first reported a position in Schwab US Large-Cap Value ETF in Q2 2022 and held it in 1 quarter.
  • Granite Investment Partners's Schwab US Large-Cap Value ETF position peaked at $0 in Q2 2022.
  • 638 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2022.

Based on Granite Investment Partners's 13F filing for Q3 2022, filed 24 Oct 2022.