CP
SCHV

Castleview Partners’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Castleview Partners’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-48
Closed -$1.19K – 856
2024
Q2 		$1.19K Hold
48
– – ﹤0.01% 795
2024
Q1 		$1.22K Hold
48
– – ﹤0.01% 781
2023
Q4 		$1.12K Buy
+48
New +$1.05K ﹤0.01% 757

Other funds holding SCHV

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SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Castleview Partners's SCHV Position: Q3 2024 in Review

Castleview Partners sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2024, closing a stake of 48 shares — an estimated $1.19K sold.

Castleview Partners first reported a position in SCHV in Q4 2023 and held it in 3 quarters. The position peaked at $1.22K in Q1 2024. 785 funds tracked by Wall St. Rank hold SCHV as of Q3 2024.

  • Castleview Partners reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2024 after selling out during the quarter.
  • Castleview Partners sold 48 Schwab US Large-Cap Value ETF shares in Q3 2024, an estimated $1.19K.
  • Castleview Partners first reported a position in Schwab US Large-Cap Value ETF in Q4 2023 and held it in 3 quarters.
  • Castleview Partners's Schwab US Large-Cap Value ETF position peaked at $1.22K in Q1 2024.
  • 785 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2024.

Based on Castleview Partners's 13F filing for Q3 2024, filed 9 Oct 2024.