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Castleview Partners’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Castleview Partners’s Portfolio SCHI Stock Details SCHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,918
Closed -$44.3K – 614
2024
Q3 		$44.3K Buy
+1,918
New +$43.5K 0.03% 338
2024
Q1 		– Sell
-2
Closed -$45 – 939
2023
Q4 		$45 Hold
2
– – ﹤0.01% 854
2023
Q3 		$42 Buy
+2
New +$43 ﹤0.01% 667

Other funds holding SCHI

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
LAM
L2 Asset Management Wayland, Massachusetts $963M AUM 38.06% 1-Year Est. Return

Castleview Partners's SCHI Position: Q4 2024 in Review

Castleview Partners sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q4 2024, closing a stake of 1,918 shares — an estimated $44.3K sold.

Castleview Partners first reported a position in SCHI in Q3 2023 and held it in 3 quarters. The position peaked at $44.3K in Q3 2024. 208 funds tracked by Wall St. Rank hold SCHI as of Q4 2024.

  • Castleview Partners reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Castleview Partners sold 1,918 Schwab 5-10 Year Corporate Bond ETF shares in Q4 2024, an estimated $44.3K.
  • Castleview Partners first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2023 and held it in 3 quarters.
  • Castleview Partners's Schwab 5-10 Year Corporate Bond ETF position peaked at $44.3K in Q3 2024.
  • 208 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q4 2024.

Based on Castleview Partners's 13F filing for Q4 2024, filed 21 Jan 2025.