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Schwab Strategic Tr sht tm us tres shares owned by Castle Rock Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Castle Rock Wealth Management from 13F filings

Historical chart of Castle Rock Wealth Management investment in Schwab Strategic Tr sht tm us tres

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr sht tm us tres held by Castle Rock Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr sht tm us tres by Castle Rock Wealth Management

Quarter filed Position value Share count Share price at filing
2026-09-30 $7.6M 320k 23.85

More positions owned by Castle Rock Wealth Management

NVIDIA Corporation (NVDA)
Ishares Tr 0-3 Mth Treasury (SGOV)
Coca-Cola Company (KO)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Chevron Corporation (CVX)
Ishares Tr TRS FLT RT BD (TFLO)
Apple (AAPL)
Wisdomtree Tr Floatng Rat Trea (USFR)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Palo Alto Networks (PANW)
Amazon (AMZN)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vaneck Etf Trust Semiconductr Etf (SMH)

View all positions for Castle Rock Wealth Management

Top funds holding Schwab Strategic Tr sht tm us tres

Bank of America Corporation
Jpmorgan Chase & Co
Ameriprise Financial
Sei Investments
Envestnet Asset Management
Alliancebernstein
Stifel Financial
MCF Advisors
LPL Financial
Wealth Enhancement Advisory Services
Moisand Fitzgerald Tamayo
Wells Fargo & Company
Pnc Financial Services
Wealthfront Advisers
Bangor Savings Bank

View all funds holding Schwab Strategic Tr sht tm us tres