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Schwab U S Large Cap Growth ETF shares owned by Round Rock Advisors

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

Historical chart of Round Rock 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 Round Rock 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 Round Rock Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $327k 10k 31.91
2025-06-30 $271k 9.3k 29.21
2024-12-31 $212k 7.6k 27.87

More positions owned by Round Rock Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Whitehall Fds High Div Yld (VYM)
Vaneck Etf Trust Semiconductr Etf (SMH)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Indl (XLI)
Ishares Tr Select Divid Etf (DVY)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Alphabet Cap Stk Cl C (GOOG)
American Centy Etf Tr Short Durtn Strg (SDSI)

View all positions for Round Rock Advisors

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