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

Castleview Partners’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,058
Closed -$24.5K – 482
2024
Q4 		$24.5K Sell
1,058
-253
-19% -$5.9K 0.01% 440
2024
Q3 		$29.6K Buy
1,311
+978
+294% +$21.3K 0.02% 399
2024
Q2 		$7.13K Sell
333
-2,844
-90% -$58.8K ﹤0.01% 574
2024
Q1 		$65.7K Buy
3,177
+1,692
+114% +$33.3K 0.04% 308
2023
Q4 		$27.9K Sell
1,485
-4,095
-73% -$71.9K 0.02% 389
2023
Q3 		$94.1K Buy
+5,580
New +$97.9K 0.09% 183

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Castleview Partners's SCHX Position: Q1 2025 in Review

Castleview Partners sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2025, closing a stake of 1,058 shares — an estimated $24.5K sold.

Castleview Partners first reported a position in SCHX in Q3 2023 and held it in 6 quarters. The position peaked at $94.1K in Q3 2023. 1,353 funds tracked by Wall St. Rank hold SCHX as of Q1 2025.

  • Castleview Partners reported no remaining Schwab US Large- Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 1,058 Schwab US Large- Cap ETF shares in Q1 2025, an estimated $24.5K.
  • Castleview Partners first reported a position in Schwab US Large- Cap ETF in Q3 2023 and held it in 6 quarters.
  • Castleview Partners's Schwab US Large- Cap ETF position peaked at $94.1K in Q3 2023.
  • 1,353 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2025.

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