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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
BST
651
Bath Savings Trust
Maine
$274K +$160 +8 +0.1%
LWA
652
Lenox Wealth Advisors
New York
$273K – – –
SCA
653
Scott Capital Advisors
Oregon
$272K +$265K +13,280 New
BC
654
Burney Company
Virginia
$269K – – –
FF
655
Friedenthal Financial
New Jersey
$269K – – –
MC
656
Montag & Caldwell
Georgia
$269K +$37.9K +1,896 +17%
CCM
657
Carlson Capital Management
Minnesota
$267K -$8K -400 -3%
CST
658
Charles Schwab Trust
Nevada
$267K +$261K +13,048 New
FAM
659
Frontier Asset Management
Wyoming
$266K +$260K +12,984 New
WMR
660
Wealth Management Resources
Rhode Island
$266K +$260K +12,992 New
LNWTC
661
Laird Norton Wetherby Trust Company
Washington
$262K – – –
BF
662
BOK Financial
Oklahoma
$259K – – –
LWM
663
Lyell Wealth Management
California
$251K +$245K +12,272 New
CAP
664
Columbia Advisory Partners
Washington
$249K +$244K +12,184 New
HIP
665
HUB Investment Partners
Texas
$248K -$14.1K -704 -5%
PA
666
Prism Advisors
California
$247K – – –
FSA
667
Fort Sheridan Advisors
Illinois
$246K – – –
PP
668
Palladium Partners
Virginia
$245K – – –
TCWM
669
Total Clarity Wealth Management
Illinois
$245K +$7.2K +360 +3%
RC
670
RegentAtlantic Capital
New Jersey
$244K -$3.2K -160 -1%
JFGIW
671
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$244K – – –
PCM
672
Palouse Capital Management
Washington
$243K -$2.56K -128 -1%
SC
673
Stolper & Co
Oklahoma
$242K – – –
LK
674
Lumbard & Kellner
New Hampshire
$241K – – –
AC
675
Apella Capital
Connecticut
$239K – – –
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