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Castleview Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Castleview Partners’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
Q3 		– Sell
-198
Closed -$4.15K – 853
2024
Q2 		$4.15K Sell
198
-87
-31% -$1.76K ﹤0.01% 645
2024
Q1 		$5.81K Sell
285
-1,860
-87% -$36K ﹤0.01% 606
2023
Q4 		$39.8K Buy
+2,145
New +$37K 0.03% 350
2023
Q2 		– Sell
-2,118
Closed -$33.8K – 725
2023
Q1 		$33.8K Buy
2,118
+6
+0.3% +$94 0.03% 300
2022
Q4 		$31.5K Buy
2,112
+12
+0.6% +$180 0.03% 265
2022
Q3 		$29K Buy
2,100
+900
+75% +$14K 0.03% 301
2022
Q2 		$10.2K Sell
1,200
-882
-42% -$14.2K 0.01% 454
2022
Q1 		$37K Sell
2,082
-10,122
-83% -$178K 0.02% 382
2021
Q4 		$18 Buy
+12,204
New +$225K ﹤0.01% 939
2021
Q2 		$38K Buy
+2,166
New +$36.7K 0.02% 459
2018
Q1 		$246K Buy
+23,184
New +$255K 0.2% 96

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Castleview Partners's SCHB Position: Q3 2024 in Review

Castleview Partners sold out of Schwab US Broad Market ETF (SCHB) in Q3 2024, closing a stake of 198 shares — an estimated $4.15K sold.

Castleview Partners first reported a position in SCHB in Q1 2018 and held it in 11 quarters. The position peaked at $246K in Q1 2018. 1,098 funds tracked by Wall St. Rank hold SCHB as of Q3 2024.

  • Castleview Partners reported no remaining Schwab US Broad Market ETF position as of Q3 2024 after selling out during the quarter.
  • Castleview Partners sold 198 Schwab US Broad Market ETF shares in Q3 2024, an estimated $4.15K.
  • Castleview Partners first reported a position in Schwab US Broad Market ETF in Q1 2018 and held it in 11 quarters.
  • Castleview Partners's Schwab US Broad Market ETF position peaked at $246K in Q1 2018.
  • 1,098 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2024.

Based on Castleview Partners's 13F filing for Q3 2024, filed 9 Oct 2024.