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Castleview Partners’s Schwab International Equity ETF SCHF Stock Holding History

Castleview Partners’s Portfolio SCHF Stock Details SCHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,608
Closed -$66.5K – 478
2024
Q4 		$66.5K Sell
3,608
-130
-3% -$2.54K 0.04% 301
2024
Q3 		$76.9K Buy
3,738
+762
+26% +$15.1K 0.04% 264
2024
Q2 		$57.2K Sell
2,976
-1,242
-29% -$24K 0.03% 325
2024
Q1 		$82.3K Buy
4,218
+654
+18% +$12.2K 0.05% 283
2023
Q4 		$65.9K Buy
3,564
+826
+30% +$14.3K 0.05% 255
2023
Q3 		$46.5K Buy
+2,738
New +$48.4K 0.04% 264
2022
Q1 		– Sell
-43,144
Closed -$555 – 970
2021
Q4 		$555 Buy
+43,144
New +$847K ﹤0.01% 496
2021
Q2 		$22K Buy
+1,110
New +$21.9K 0.01% 545
2018
Q1 		$4.26M Buy
+252,978
New +$4.36M 3.52% 4

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Empower Advisory Group
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Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Castleview Partners's SCHF Position: Q1 2025 in Review

Castleview Partners sold out of Schwab International Equity ETF (SCHF) in Q1 2025, closing a stake of 3,608 shares — an estimated $66.5K sold.

Castleview Partners first reported a position in SCHF in Q1 2018 and held it in 9 quarters. The position peaked at $4.26M in Q1 2018. 1,307 funds tracked by Wall St. Rank hold SCHF as of Q1 2025.

  • Castleview Partners reported no remaining Schwab International Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 3,608 Schwab International Equity ETF shares in Q1 2025, an estimated $66.5K.
  • Castleview Partners first reported a position in Schwab International Equity ETF in Q1 2018 and held it in 9 quarters.
  • Castleview Partners's Schwab International Equity ETF position peaked at $4.26M in Q1 2018.
  • 1,307 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2025.

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