Castleview Partners, LLC: SCHG position timeline

Castleview Partners, LLC held 0 SCHG shares at 2025-12-31 per its 13F-HR filed 2026-01-12.

the latest 13F is the newest step

1. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -14,669 shares

   13F-HR 0001737088-26-000003 filed by Castleview Partners, LLC
   Filed 2026-01-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-09-30

   13F 14,669 shares

   Change vs previous 13F +360 shares

   0.25% of the 13F portfolio, value $468,088.

   13F-HR 0001737088-25-000008 filed by Castleview Partners, LLC
   Filed 2025-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-06-30

   13F 14,309 shares

   Change vs previous 13F +14,309 shares

   0.27% of the 13F portfolio, value $417,966.

   13F-HR 0001737088-25-000006 filed by Castleview Partners, LLC
   Filed 2025-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-03-31

   13F 0 shares

   Change vs previous 13F -4,364 shares

   13F-HR 0001737088-25-000005 filed by Castleview Partners, LLC
   Filed 2025-04-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

5. period ended2024-12-31

   13F/A 4,364 shares

   Change vs previous 13F not available

   0.07% of the 13F portfolio, value $121,493.

   13F-HR/A 0001737088-25-000002 filed by Castleview Partners, LLC
   Filed 2025-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).