Castle Rock Wealth Management »

Schwab U S Large Cap Growth ETF shares owned by Castle Rock Wealth Management

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Castle Rock Wealth Management from 13F filings

Historical chart of Castle Rock Wealth Management investment in Schwab U S Large Cap Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Large Cap Growth ETF held by Castle Rock Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Castle Rock Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $204k 6.3k 32.15
2024-12-31 $203k 7.0k 28.94

More positions owned by Castle Rock Wealth Management

NVIDIA Corporation (NVDA)
Ishares Tr TRS FLT RT BD (TFLO)
Coca-Cola Company (KO)
Microsoft Corporation (MSFT)
Apple (AAPL)
Chevron Corporation (CVX)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Wisdomtree Tr Floatng Rat Trea (USFR)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Palantir Technologies Cl A (PLTR)

View all positions for Castle Rock Wealth Management

Top funds holding Schwab U S Large Cap Growth ETF

Envestnet Asset Management
Sei Investments
Mather Group
Financial Engines Advisors L.L.C
Charles Schwab Investment Management
LPL Financial
Advisor Group Holdings
Mariner Wealth Advisors
Ameriprise Financial
Vantagepoint Investment Advisers
Cetera Investment Advisers
Honkamp Krueger Financial Services
Raymond James Financial
Mml Investors Services
Northwestern Mutual Wealth Management Company

View all funds holding Schwab U S Large Cap Growth ETF