Castle Rock Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Castle Rock Wealth Management, LLC

  • $409 Million
  • Q3 2025

A detailed history of Castle Rock Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Castle Rock Wealth Management, LLC holds 6,342 shares of SCHG stock, worth $204,592. This represents 0.05% of its overall portfolio holdings.

Number of Shares
6,342
Holding current value
$204,592
% of portfolio
0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 16, 2025
BUY
$28.92 - $32.19 $183,410 - $204,148
6,342 New
6,342 $202,000
Q4 2024

Mar 05, 2025
BUY
$25.93 - $105.3 $182,236 - $740,048
7,028 New
7,028 $195,000

Others Institutions Holding SCHG

# of Institutions
1,694
Shares Held
857M
Call Options Held
543K
Put Options Held
113K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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