Castleview Partners
SCHD icon

Castleview Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Castleview Partners’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$255K Buy
+7,846
New +$265K 0.11% 181
2025
Q1 		– Sell
-1,538
Closed -$41.9K – 476
2024
Q4 		$41.9K Buy
1,538
+8
+0.5% +$227 0.02% 364
2024
Q3 		$43.1K Buy
1,530
+138
+10% +$3.76K 0.02% 343
2024
Q2 		$36.1K Buy
1,392
+591
+74% +$15.4K 0.02% 367
2024
Q1 		$21.5K Buy
801
+573
+251% +$14.8K 0.01% 456
2023
Q4 		$5.81K Hold
228
– – ﹤0.01% 564
2023
Q3 		$5.35K Buy
228
+3
+1% +$74 ﹤0.01% 480
2023
Q2 		$5.44K Buy
225
+3
+1% +$72 ﹤0.01% 503
2023
Q1 		$5.43K Hold
222
– – ﹤0.01% 496
2022
Q4 		$5.56K Buy
222
+3
+1% +$74 0.01% 439
2022
Q3 		$5K Buy
219
+99
+83% +$2.4K ﹤0.01% 459
2022
Q2 		$2.23K Sell
120
-93
-44% -$2.37K ﹤0.01% 627
2022
Q1 		$5K Buy
+213
New +$5.58K ﹤0.01% 576

Other funds holding SCHD

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Keystone Financial Planning
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Castleview Partners's SCHD Position: Q3 2026 in Review

Castleview Partners opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q3 2026: 7,846 shares worth $255K. The stake represents 0.11% of the portfolio and ranks #181 among its holdings. This is a return to the name: Castleview Partners previously reported a position in SCHD as recently as Q4 2024.

Castleview Partners first reported a position in SCHD in Q1 2022 and has held it in 13 quarters since. 1,445 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • Castleview Partners held 7,846 shares of Schwab US Dividend Equity ETF worth $255K as of Q3 2026.
  • Schwab US Dividend Equity ETF was a new Castleview Partners position in Q3 2026.
  • Schwab US Dividend Equity ETF made up 0.11% of Castleview Partners's portfolio in Q3 2026, its #181 holding.
  • Castleview Partners first reported a position in Schwab US Dividend Equity ETF in Q1 2022 and has held it in 13 quarters since.
  • 1,445 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.