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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
FCB
251
First Command Bank
Texas
$12K – – –
FCFS
252
First Command Financial Services
Texas
$12K – – –
LWM
253
Lenox Wealth Management
Ohio
$11K – – –
DBT
254
Dubuque Bank & Trust
Iowa
$8K +$7.98K +984 New
BWM
255
Baystate Wealth Management
Massachusetts
$6K – – –
JCM
256
Jacobi Capital Management
Pennsylvania
$6K – – –
SJIM
257
St. Johns Investment Management
Florida
$6K – – –
AOWM
258
Alpha Omega Wealth Management
Virginia
$5K – – –
LF
259
Lee Financial
Texas
$4K – – –
TCOV
260
Trust Company of Vermont
Vermont
$4K – – –
PG
261
Patten Group
Tennessee
$3K – – –
BCI
262
Brinker Capital Investments
Pennsylvania
$3K +$3.37K +416 New
ADL
263
Asset Dedication LLC
California
$2K – – –
BCMIO
264
Beacon Capital Management Inc (Ohio)
Ohio
$2K +$1.49K +184 New
LCC
265
Lincoln Capital Corp
Rhode Island
– -$1.5M -190,008 Closed
LRPA
266
L. Roy Papp & Associates
Arizona
– -$1.3M -165,024 Closed
AIA
267
Allegis Investment Advisors
Idaho
– -$838K -106,104 Closed
CWP
268
Capital Wealth Planning
Florida
– -$647K -81,864 Closed
CPIG
269
Chicago Partners Investment Group
Illinois
– -$224K -32,160 Closed
SI
270
SII Investments
Wisconsin
– -$205K -26,240 Closed
DLCIG
271
D.L. Carlson Investment Group
New Hampshire
– -$200K -25,320 Closed
SF
272
Synovus Financial
Georgia
– -$63K -8,000 Closed
AF
273
Allworth Financial
California
– -$50K -6,376 Closed
BWA
274
Burt Wealth Advisors
Maryland
– -$35K -4,776 Closed
PSUF
275
People's United Financial
Connecticut
– -$32K -4,104 Closed
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