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Schwab U S Large Cap Growth ETF shares owned by Castleview Partners

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Castleview Partners from 13F filings

Historical chart of Castleview Partners 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 Castleview Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Castleview Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $114k 1.1k 104.16
2024-06-30 $109k 1.1k 100.84

More positions owned by Castleview Partners

Valued Advisers Tr Regan Fltg Rate (MBSF)
Apple (AAPL)
Amgen (AMGN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Gold Tr Gold Shs (GLD)
Amazon (AMZN)
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)
Microsoft Corporation (MSFT)
Home Depot (HD)
Vaneck Etf Trust Clo Etf (CLOI)
Bristol Myers Squibb (BMY)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Vaneck Merk Gold Etf Gold Shs (OUNZ)
Proshares Tr Pshs Ultra Qqq (QLD)

View all positions for Castleview Partners

Top funds holding Schwab U S Large Cap Growth ETF

Financial Engines Advisors L.L.C
Envestnet Asset Management
Mather Group
Sei Investments
Moneta Group Investment Advisors
Honkamp Krueger Financial Services
LPL Financial
Mariner Wealth Advisors
Advisor Group Holdings
Raymond James Financial Services Advisors
Fund Evaluation Group
Morgan Stanley
Resources Investment Advisors
Northwestern Mutual Wealth Management Company
McAdam

View all funds holding Schwab U S Large Cap Growth ETF