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Castle Rock Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Castle Rock Wealth Management’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$230K Sell
6,230
-159
-2% -$5.57K 0.04% 249
2026
Q2 		$218K Buy
+6,389
New +$212K 0.04% 259
2025
Q4 		– Sell
-6,342
Closed -$204K – 274
2025
Q3 		$204K Buy
+6,342
New +$193K 0.05% 250
2025
Q1 		– Sell
-7,028
Closed -$203K – 234
2024
Q4 		$203K Buy
+7,028
New +$192K 0.05% 231

Other funds holding SCHG

TWM
Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return

Castle Rock Wealth Management's SCHG Position: Q3 2026 in Review

Castle Rock Wealth Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.5% in Q3 2026, selling an estimated $5.57K and leaving 6,230 shares worth $230K. The position accounts for 0.04% of the portfolio, ranked #249.

Castle Rock Wealth Management first reported a position in SCHG in Q4 2024 and has held it in 4 quarters since. 180 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • Castle Rock Wealth Management held 6,230 shares of Schwab US Large-Cap Growth ETF worth $230K as of Q3 2026.
  • Castle Rock Wealth Management sold 159 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $5.57K.
  • Schwab US Large-Cap Growth ETF made up 0.04% of Castle Rock Wealth Management's portfolio in Q3 2026, its #249 holding.
  • Castle Rock Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 4 quarters since.
  • 180 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Castle Rock Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.