Castleview Partners’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Castleview Partners’s Portfolio SCHE Stock Details SCHE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$309K	Buy	8,528 +360	+4%	+$12.9K	0.14%	163
2026 Q1	$269K	Buy	8,168 +164	+2%	+$5.6K	0.14%	161
2025 Q4	$262K	Buy	8,004 +202	+3%	+$6.74K	0.13%	158
2025 Q3	$260K	Buy	+7,802	New	+$246K	0.14%	143
2025 Q1	–	Sell	-1,195	Closed	-$31.8K	–	477
2024 Q4	$31.8K	Buy	+1,195	New	+$33.7K	0.02%	408
2024 Q3	–	Sell	-30	Closed	-$797	–	855
2024 Q2	$797	Sell	30 -157	-84%	-$4.09K	﹤0.01%	826
2024 Q1	$4.72K	Buy	187 +78	+72%	+$1.92K	﹤0.01%	643
2023 Q4	$2.7K	Sell	109 -303	-74%	-$7.29K	﹤0.01%	675
2023 Q3	$9.86K	Buy	412 +212	+106%	+$5.25K	0.01%	426
2023 Q2	$4.93K	Buy	+200	New	+$4.89K	﹤0.01%	507
2022 Q3	–	Sell	-1,000	Closed	-$50.9K	–	733
2022 Q2	$50.9K	Buy	1,000 +600	+150%	+$15.7K	0.04%	297
2022 Q1	$11K	Sell	400 -11,448	-97%	-$331K	0.01%	490
2021 Q4	$400	Buy	+11,848	New	+$362K	﹤0.01%	563
2021 Q2	$18K	Buy	+550	New	+$17.8K	0.01%	574

Other funds holding SCHE

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

MCIA

Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

BWM

Boyd Wealth Management Sacramento, California $264M AUM 18.15% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Castleview Partners's SCHE Position: Q2 2026 in Review

Castleview Partners increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 4.4% in Q2 2026, buying an estimated $12.9K and bringing the position to 8,528 shares worth $309K. The position accounts for 0.14% of the portfolio, ranked #163.

Castleview Partners first reported a position in SCHE in Q2 2021 and has held it in 14 quarters since. 213 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Castleview Partners held 8,528 shares of Schwab Emerging Markets Equity ETF worth $309K as of Q2 2026.
Castleview Partners bought 360 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $12.9K.
Schwab Emerging Markets Equity ETF made up 0.14% of Castleview Partners's portfolio in Q2 2026, its #163 holding.
Castleview Partners first reported a position in Schwab Emerging Markets Equity ETF in Q2 2021 and has held it in 14 quarters since.
213 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.