We are live on ! Find out more
SCHG icon

Schwab US Large-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
C
701
CEDRUS
Colorado
$744K +$469K +19,896 +207%
IFG Advisory
702
IFG Advisory
Georgia
$738K +$690K +29,260 New
FAM
703
Formidable Asset Management
Ohio
$737K +$690K +29,236 New
OC
704
Oarsman Capital
Wisconsin
$737K +$3.68K +156 +0.5%
Mission Wealth Management
705
Mission Wealth Management
California
$734K -$5.71M -242,112 -89%
Clifford Swan Investment Counsel
706
Clifford Swan Investment Counsel
California
$734K -$4.72K -200 -0.7%
IF
707
Integrity Financial
Wyoming
$731K +$24.8K +1,052 +4%
TWCA
708
Two West Capital Advisors
Kansas
$731K +$684K +28,996 New
CCA
709
Clarity Capital Advisors
Florida
$729K – – –
OFS
710
OMC Financial Services
New York
$727K +$170K +7,212 +33%
NAMNJ
711
NorthStar Asset Management (New Jersey)
New Jersey
$727K -$3.68K -156 -0.5%
IWP
712
Insight Wealth Partners
Texas
$726K +$191K +8,088 +39%
CIR
713
Clear Investment Research
Georgia
$722K -$5.47K -232 -0.8%
Parallel Advisors
714
Parallel Advisors
California
$717K -$13.7K -580 -2%
AP
715
Adero Partners
California
$715K -$4.53K -192 -0.7%
EW
716
Element Wealth
Mississippi
$714K – – –
GA
717
Goldstein Advisors
Wisconsin
$711K +$9.44K +400 +1%
LAIC
718
Lederer & Associates Investment Counsel
California
$711K -$11.9K -504 -2%
CreativeOne Wealth
719
CreativeOne Wealth
Kansas
$710K -$2.38M -100,736 -78%
Kovitz Investment Group Partners
720
Kovitz Investment Group Partners
Illinois
$709K +$27.6K +1,172 +4%
LFS
721
Lutz Financial Services
Nebraska
$708K – – –
QPWM
722
Quadrant Private Wealth Management
Pennsylvania
$705K +$659K +27,952 New
PIMG
723
Patriot Investment Management Group
Tennessee
$705K -$80.5K -3,412 -11%
TPWM
724
Twelve Points Wealth Management
Massachusetts
$704K – – –
WFAG
725
Wescott Financial Advisory Group
Pennsylvania
$698K +$19.9K +844 +3%