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Schwab US Large-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Empirical Wealth Management
626
Empirical Wealth Management
Washington
$766K -$119K -6,168 -14%
Capital Investment Advisors
627
Capital Investment Advisors
Georgia
$764K +$208K +10,740 +41%
Gratus Capital
628
Gratus Capital
Georgia
$763K -$22.4K -1,156 -3%
EL
629
Essex LLC
Illinois
$754K -$30.1K -1,556 -4%
WA
630
Wealth Architects
California
$749K +$77 +4 +0%
NB
631
NBT Bank
New York
$745K +$695K +35,920 New
ST
632
Sabal Trust
Florida
$743K – – –
WIC
633
Woodmont Investment Counsel
Tennessee
$741K -$3.87K -200 -0.6%
LFA
634
LGT Financial Advisors
Texas
$739K -$41.9K -2,164 -6%
DWT
635
Dorsey & Whitney Trust
South Dakota
$729K – – –
Commerce Bank
636
Commerce Bank
Missouri
$721K -$12.7K -656 -2%
KFA
637
Kelleher Financial Advisors
New York
$720K – – –
MTIC
638
Missouri Trust & Investment Company
Missouri
$719K – – –
WAG
639
Windsor Advisory Group
Ohio
$709K – – –
KIA
640
KCM Investment Advisors
California
$708K – – –
FLA
641
Financial Life Advisors
Texas
$706K -$6.81K -352 -1%
Badgley Phelps Wealth Managers
642
Badgley Phelps Wealth Managers
Washington
$693K +$59.7K +3,084 +10%
FIM
643
Freedom Investment Management
Connecticut
$692K +$646K +33,380 New
Geneos Wealth Management
644
Geneos Wealth Management
Colorado
$691K +$19.8K +1,024 +3%
KP
645
Keel Point
Alabama
$690K +$129K +6,680 +25%
AlphaCore Capital
646
AlphaCore Capital
California
$683K -$6.34K -328 -1%
LFA
647
Legend Financial Advisors
Pennsylvania
$680K -$66.8K -3,452 -10%
AOWM
648
Alpha Omega Wealth Management
Virginia
$679K -$1.86K -96 -0.3%
CW
649
CIC Wealth
Maryland
$679K -$47.4K -2,448 -7%
ATI
650
ARK & TLK Investments
Oklahoma
$678K +$632K +32,696 New