CP
SCHM icon

Castleview Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Castleview Partners’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-952
Closed -$26.3K – 480
2024
Q4 		$26.3K Sell
952
-59
-6% -$1.68K 0.01% 433
2024
Q3 		$28K Buy
1,011
+3
+0.3% +$80 0.02% 405
2024
Q2 		$26.2K Sell
1,008
-1,284
-56% -$33.6K 0.01% 405
2024
Q1 		$62.2K Sell
2,292
-246
-10% -$6.28K 0.03% 324
2023
Q4 		$63.7K Buy
2,538
+2,019
+389% +$46.3K 0.04% 257
2023
Q3 		$11.7K Buy
+519
New +$12.3K 0.01% 411
2022
Q1 		– Sell
-146,463
Closed -$607 – 971
2021
Q4 		$607 Buy
+146,463
New +$3.91M ﹤0.01% 484
2021
Q2 		$48K Buy
+1,821
New +$47K 0.02% 427
2018
Q1 		$2.38M Buy
+135,225
New +$2.43M 1.97% 11

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Castleview Partners's SCHM Position: Q1 2025 in Review

Castleview Partners sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2025, closing a stake of 952 shares — an estimated $26.3K sold.

Castleview Partners first reported a position in SCHM in Q1 2018 and held it in 9 quarters. The position peaked at $2.38M in Q1 2018. 911 funds tracked by Wall St. Rank hold SCHM as of Q1 2025.

  • Castleview Partners reported no remaining Schwab US Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 952 Schwab US Mid-Cap ETF shares in Q1 2025, an estimated $26.3K.
  • Castleview Partners first reported a position in Schwab US Mid-Cap ETF in Q1 2018 and held it in 9 quarters.
  • Castleview Partners's Schwab US Mid-Cap ETF position peaked at $2.38M in Q1 2018.
  • 911 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2025.

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