CP
SCHR

Castleview Partners’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Castleview Partners’s Portfolio SCHR Stock Details SCHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-522
Closed -$12.8K – 757
2023
Q2 		$12.8K Buy
522
+4
+0.8% +$100 0.01% 402
2023
Q1 		$13K Buy
518
+4
+0.8% +$100 0.01% 394
2022
Q4 		$12.7K Buy
+514
New +$12.7K 0.01% 337

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Ameriprise
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Stifel Financial
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Creative Planning
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Castleview Partners's SCHR Position: Q3 2023 in Review

Castleview Partners sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q3 2023, closing a stake of 522 shares — an estimated $12.8K sold.

Castleview Partners first reported a position in SCHR in Q4 2022 and held it in 3 quarters. The position peaked at $13K in Q1 2023. 369 funds tracked by Wall St. Rank hold SCHR as of Q3 2023.

  • Castleview Partners reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q3 2023 after selling out during the quarter.
  • Castleview Partners sold 522 Schwab Intermediately-Term US Treasury ETF shares in Q3 2023, an estimated $12.8K.
  • Castleview Partners first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2022 and held it in 3 quarters.
  • Castleview Partners's Schwab Intermediately-Term US Treasury ETF position peaked at $13K in Q1 2023.
  • 369 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2023.

Based on Castleview Partners's 13F filing for Q3 2023, filed 26 Oct 2023.