CP
SCHA icon

Castleview Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Castleview Partners’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,220
Closed -$31.5K – 475
2024
Q4 		$31.5K Sell
1,220
-724
-37% -$19.3K 0.02% 411
2024
Q3 		$50.1K Buy
1,944
+682
+54% +$16.9K 0.03% 322
2024
Q2 		$29.9K Sell
1,262
-1,502
-54% -$35.6K 0.02% 391
2024
Q1 		$68.1K Buy
2,764
+136
+5% +$3.19K 0.04% 303
2023
Q4 		$62.1K Buy
2,628
+1,906
+264% +$40.2K 0.04% 263
2023
Q3 		$15K Buy
+722
New +$15.8K 0.01% 390
2022
Q1 		– Sell
-310,884
Closed -$759 – 968
2021
Q4 		$759 Buy
+310,884
New +$8.04M 0.01% 440
2021
Q2 		$79K Buy
+3,036
New +$77.6K 0.03% 330
2018
Q1 		$4.99M Buy
+288,988
New +$5.09M 4.13% 3

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Castleview Partners's SCHA Position: Q1 2025 in Review

Castleview Partners sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2025, closing a stake of 1,220 shares — an estimated $31.5K sold.

Castleview Partners first reported a position in SCHA in Q1 2018 and held it in 9 quarters. The position peaked at $4.99M in Q1 2018. 1,136 funds tracked by Wall St. Rank hold SCHA as of Q1 2025.

  • Castleview Partners reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 1,220 Schwab U.S Small- Cap ETF shares in Q1 2025, an estimated $31.5K.
  • Castleview Partners first reported a position in Schwab U.S Small- Cap ETF in Q1 2018 and held it in 9 quarters.
  • Castleview Partners's Schwab U.S Small- Cap ETF position peaked at $4.99M in Q1 2018.
  • 1,136 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.