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Schwab U S Large Cap Growth ETF shares owned by Kastel Capital Advisors

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

Historical chart of Kastel Capital Advisors 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 Kastel Capital Advisors 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 Kastel Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $635k 20k 32.62

More positions owned by Kastel Capital Advisors

Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core Msci Total (IXUS)
Vanguard Admiral Fds Midcp 400 Idx (IVOO)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Etfs Gold Tr Physcl Gold Shs (SGOL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Emng Mkts Eqt (EMGF)
Ishares Tr National Mun Etf (MUB)

View all positions for Kastel Capital Advisors

Top funds holding Schwab U S Large Cap Growth ETF

Envestnet Asset Management
Sei Investments
Mather Group
Charles Schwab Investment Management
LPL Financial
Financial Engines Advisors L.L.C
Mariner Wealth Advisors
Advisor Group Holdings
Vantagepoint Investment Advisers
Cetera Investment Advisers
Ameriprise Financial
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