We are live on ! Find out more
SCHG icon

Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
776
Castle Wealth Management
Florida
$749K -$93.7K -3,420 -10%
RFA
777
Resurgent Financial Advisors
Georgia
$747K +$71.2K +2,601 +10%
APW
778
Aurora Private Wealth
New Jersey
$741K -$104K -3,801 -11%
GI
779
GS Investments
Minnesota
$741K -$44K -1,605 -5%
SPL
780
Smart Portfolios LLC
Washington
$741K -$274 -10 -0%
SWM
781
SpringVest Wealth Management
Texas
$739K – – –
YIH
782
Y-Intercept (HK)
Hong Kong
$739K +$41.5K +1,517 +5%
BWA
783
Beam Wealth Advisors
Louisiana
$735K +$78.3K +2,858 +11%
WAG
784
Windsor Advisory Group
Ohio
$732K -$19.4K -710 -2%
OAJ
785
Ogorek Anthony Joseph
New York
$729K +$117K +4,276 +17%
BAM
786
Bellevue Asset Management
Washington
$728K +$226K +8,262 +40%
SFS
787
Summit Financial Strategies
Ohio
$728K -$150K -5,462 -16%
CA
788
CGN Advisors
Kansas
$727K +$31.6K +1,152 +4%
CCA
789
Clarity Capital Advisors
Florida
$726K +$137 +5 +0%
HWA
790
Hilltop Wealth Advisors
North Carolina
$726K -$94.1K -3,434 -11%
EHC
791
Everett Harris & Co
California
$725K +$17.8K +650 +2%
FAG
792
Fortitude Advisory Group
Washington
$725K -$1.51K -55 -0.2%
MWM
793
Mission Wealth Management
California
$723K -$7.29K -266 -0.9%
OFS
794
OMC Financial Services
New York
$723K -$9.29K -339 -1%
MW
795
Maia Wealth
Colorado
$723K +$40.1K +1,464 +5%
WPW
796
Watershed Private Wealth
Illinois
$719K – – –
CIR
797
Clear Investment Research
Georgia
$712K +$3.07K +112 +0.4%
EW
798
Element Wealth
Mississippi
$709K – – –
SWM
799
Stark Wealth Management
Pennsylvania
$706K -$17.2M -627,402 -96%
LFS
800
Lutz Financial Services
Nebraska
$705K +$1.64K +60 +0.2%
30 31
32
33 34