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Castleview Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Castleview Partners’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-14,669
Closed -$468K – 205
2025
Q3 		$468K Buy
14,669
+360
+3% +$11K 0.25% 84
2025
Q2 		$418K Buy
+14,309
New +$378K 0.27% 91
2025
Q1 		– Sell
-4,364
Closed -$121K – 479
2024
Q4 		$121K Hold
4,364
– – 0.07% 237
2024
Q3 		$114K Buy
4,364
+32
+0.7% +$805 0.07% 218
2024
Q2 		$109K Buy
+4,332
New +$102K 0.06% 230

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Castleview Partners's SCHG Position: Q4 2025 in Review

Castleview Partners sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2025, closing a stake of 14,669 shares — an estimated $468K sold.

Castleview Partners first reported a position in SCHG in Q2 2024 and held it in 5 quarters. The position peaked at $468K in Q3 2025. 1,635 funds tracked by Wall St. Rank hold SCHG as of Q4 2025.

  • Castleview Partners reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Castleview Partners sold 14,669 Schwab US Large-Cap Growth ETF shares in Q4 2025, an estimated $468K.
  • Castleview Partners first reported a position in Schwab US Large-Cap Growth ETF in Q2 2024 and held it in 5 quarters.
  • Castleview Partners's Schwab US Large-Cap Growth ETF position peaked at $468K in Q3 2025.
  • 1,635 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2025.

Based on Castleview Partners's 13F filing for Q4 2025, filed 12 Jan 2026.