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Graypoint LLC’s Schwab US Broad Market ETF SCHB Stock Holding History

Graypoint LLC’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-51,360
Closed -$953K – 473
2023
Q4 		$953K Buy
+51,360
New +$887K 0.08% 171

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EK
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HCM
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SG
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BFG
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HWM
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Graypoint LLC's SCHB Position: Q1 2024 in Review

Graypoint LLC sold out of Schwab US Broad Market ETF (SCHB) in Q1 2024, closing a stake of 51,360 shares — an estimated $953K sold.

Graypoint LLC first reported a position in SCHB in Q4 2023 and held it in 1 quarter. The position peaked at $953K in Q4 2023. 1,072 funds tracked by Wall St. Rank hold SCHB as of Q1 2024.

  • Graypoint LLC reported no remaining Schwab US Broad Market ETF position as of Q1 2024 after selling out during the quarter.
  • Graypoint LLC sold 51,360 Schwab US Broad Market ETF shares in Q1 2024, an estimated $953K.
  • Graypoint LLC first reported a position in Schwab US Broad Market ETF in Q4 2023 and held it in 1 quarter.
  • Graypoint LLC's Schwab US Broad Market ETF position peaked at $953K in Q4 2023.
  • 1,072 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2024.

Based on Graypoint LLC's 13F filing for Q1 2024, filed 2 May 2024.