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

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

Historical chart of Rolek 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 Rolek Wealth Management 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 Rolek Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $357k 11k 31.91
2025-06-30 $326k 11k 29.21
2025-03-31 $274k 11k 24.52
2024-12-31 $307k 11k 27.87

More positions owned by Rolek Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard World Inf Tech Etf (VGT)
Fidelity Covington Trust Enhanced Large (FELG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard World Mega Grwth Ind (MGK)
Microsoft Corporation (MSFT)
Apple (AAPL)
Meta Platforms Cl A (META)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Technology (XLK)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Oscar Health Cl A (OSCR)

View all positions for Rolek 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