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Castleview Partners’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Castleview Partners’s Portfolio SCHC Stock Details SCHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-197
Closed -$7.01K – 854
2024
Q2 		$7.01K Sell
197
-251
-56% -$8.95K ﹤0.01% 578
2024
Q1 		$16.1K Hold
448
– – 0.01% 491
2023
Q4 		$15.6K Buy
+448
New +$14.5K 0.01% 459
2022
Q1 		– Sell
-69,662
Closed -$1.7K – 969
2021
Q4 		$1.7K Buy
+69,662
New +$2.91M 0.01% 304

Other funds holding SCHC

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return

Castleview Partners's SCHC Position: Q3 2024 in Review

Castleview Partners sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q3 2024, closing a stake of 197 shares — an estimated $7.01K sold.

Castleview Partners first reported a position in SCHC in Q4 2021 and held it in 4 quarters. The position peaked at $16.1K in Q1 2024. 392 funds tracked by Wall St. Rank hold SCHC as of Q3 2024.

  • Castleview Partners reported no remaining Schwab International Small-Cap Equity ETF position as of Q3 2024 after selling out during the quarter.
  • Castleview Partners sold 197 Schwab International Small-Cap Equity ETF shares in Q3 2024, an estimated $7.01K.
  • Castleview Partners first reported a position in Schwab International Small-Cap Equity ETF in Q4 2021 and held it in 4 quarters.
  • Castleview Partners's Schwab International Small-Cap Equity ETF position peaked at $16.1K in Q1 2024.
  • 392 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2024.

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