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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
GWSA
826
Global Wealth Strategies & Associates
Colorado
$1.16M +$197K +6,058 +21%
LEA
827
Legacy Edge Advisors
New York
$1.15M +$152K +4,681 +15%
BFA
828
Beacon Financial Advisory
Ohio
$1.15M -$112K -3,442 -9%
MAM
829
Marotta Asset Management
Virginia
$1.15M -$180K -5,543 -14%
UB
830
UMB Bank
Missouri
$1.15M +$83.9K +2,581 +8%
PWA
831
Peterson Wealth Advisors
Utah
$1.14M +$352K +10,835 +45%
WS
832
Wedbush Securities
California
$1.13M +$280K +8,599 +33%
KFA
833
Kelleher Financial Advisors
New York
$1.13M – – –
HL
834
HeadInvest LLC
Maine
$1.13M +$44.9K +1,381 +4%
SFG
835
SevenBridge Financial Group
Pennsylvania
$1.13M -$41.9K -1,288 -4%
SG
836
StoneX Group
New York
$1.13M -$566K -17,417 -34%
STA
837
Summit Trail Advisors
New York
$1.13M – – –
BAM
838
Bellevue Asset Management
Washington
$1.11M +$75.8K +2,331 +7%
BC
839
Bulwark Capital
Florida
$1.11M +$31.4K +964 +3%
FFA
840
Fi3 Financial Advisors
Indiana
$1.11M – – –
ICM
841
Islay Capital Management
Texas
$1.1M – – –
VW
842
Vantus Wealth
Pennsylvania
$1.1M +$1.1M +33,819 New
QPWM
843
Quadrant Private Wealth Management
Pennsylvania
$1.1M -$10.3K -316 -0.9%
FLA
844
Financial Life Advisors
Texas
$1.1M -$4.59K -141 -0.4%
RWM
845
Ritholtz Wealth Management
New York
$1.1M +$404K +12,411 +58%
BWA
846
Beam Wealth Advisors
Louisiana
$1.09M +$3.32K +102 +0.3%
BPWM
847
Badgley Phelps Wealth Managers
Washington
$1.08M -$4.98K -153 -0.5%
EWA
848
Eagle Wealth Advisors
Connecticut
$1.08M +$1.07M +33,008 New
YAIA
849
Yanni & Associates Investment Advisors
Pennsylvania
$1.08M +$1.07M +32,985 New
KCM
850
Kathmere Capital Management
Pennsylvania
$1.07M +$6.15K +189 +0.6%
32 33
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35 36