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
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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Castleview Partners's SCHD Position: Q1 2025 in Review

Castleview Partners sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2025, closing a stake of 1,538 shares — an estimated $41.9K sold.

Castleview Partners first reported a position in SCHD in Q1 2022 and held it in 12 quarters. The position peaked at $43.1K in Q3 2024. 1,807 funds tracked by Wall St. Rank hold SCHD as of Q1 2025.

Castleview Partners reported no remaining Schwab US Dividend Equity ETF position as of Q1 2025 after selling out during the quarter.
Castleview Partners sold 1,538 Schwab US Dividend Equity ETF shares in Q1 2025, an estimated $41.9K.
Castleview Partners first reported a position in Schwab US Dividend Equity ETF in Q1 2022 and held it in 12 quarters.
Castleview Partners's Schwab US Dividend Equity ETF position peaked at $43.1K in Q3 2024.
1,807 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2025.

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