We are live on ! Find out more
SCHG icon

Schwab US Large-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCI
876
Planning Center Inc
Illinois
$1.07M +$15.3K +463 +1%
BWA
877
Beam Wealth Advisors
Louisiana
$1.07M -$71.2K -2,150 -6%
FAG
878
Fortitude Advisory Group
Washington
$1.07M +$13.9K +419 +1%
LEA
879
Legacy Edge Advisors
New York
$1.06M -$65.2K -1,969 -6%
SFG
880
SevenBridge Financial Group
Pennsylvania
$1.06M -$50.9K -1,537 -5%
EHC
881
Everett Harris & Co
California
$1.06M
DWT
882
Dorsey & Whitney Trust
South Dakota
$1.05M
RPGNY
883
Retirement Planning Group (New York)
New York
$1.05M -$52.5K -1,584 -5%
SAM
884
Silvercrest Asset Management
New York
$1.04M -$22.2K -670 -2%
YAIA
885
Yanni & Associates Investment Advisors
Pennsylvania
$1.04M -$37.4K -1,128 -4%
IAIM
886
International Assets Investment Management
Florida
$1.04M +$43.1K +1,300 +4%
EWA
887
Eagle Wealth Advisors
Connecticut
$1.03M +$961 +29 +0.1%
HWA
888
HMV Wealth Advisors
Louisiana
$1.03M +$398 +12 +0%
WBC
889
West Branch Capital
Massachusetts
$1.02M +$511K +15,409 +104%
NP
890
NorthRock Partners
Minnesota
$1.02M -$126K -3,792 -11%
SF
891
Sun Financial
Utah
$1.02M -$63.5K -1,916 -6%
RFP
892
RCS Financial Planning
Maryland
$1.02M +$331 +10 +0%
MCM
893
Monument Capital Management
Virginia
$1.01M +$988K +29,829 New
CRA
894
Clear Retirement Advice
California
$993K -$25.5K -771 -3%
UBS AM
895
UBS AM
Illinois
$988K -$2.6M -78,549 -73%
EWM
896
Elevation Wealth Management
Minnesota
$977K -$25.6K -774 -3%
CCC
897
Compass Capital Corp
Massachusetts
$977K -$191K -5,758 -17%
GI
898
GS Investments
Minnesota
$970K +$8.28K +250 +0.9%
OFS
899
OMC Financial Services
New York
$966K -$10.2K -309 -1%
VWA
900
VSM Wealth Advisory
Maryland
$965K +$68.6K +2,070 +8%