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
OFS
901
Oldfather Financial Services
Nebraska
$286K – – –
SI
902
Stephens Inc
Arkansas
$283K – – –
PAG
903
Paladin Advisory Group
Iowa
$282K – – –
QWM
904
Quadcap Wealth Management
Texas
$278K +$33.2K +1,500 +14%
BMCM
905
Bryn Mawr Capital Management
Pennsylvania
$278K – – –
AC
906
Apella Capital
Connecticut
$277K – – –
OWP
907
Obermeyer Wealth Partners
Colorado
$276K – – –
BWM
908
BNC Wealth Management
Oregon
$273K – – –
AWM
909
Accel Wealth Management
Iowa
$269K +$256K +11,592 New
SFO
910
Stokes Family Office
Louisiana
$268K -$13.2K -596 -5%
AG
911
Advocate Group
Minnesota
$268K +$2.74K +124 +1%
MAC
912
Mason & Associates (California)
California
$267K -$42.8K -1,936 -14%
TCM
913
Traynor Capital Management
Pennsylvania
$264K +$252K +11,400 New
BAM
914
Bellevue Asset Management
Washington
$262K +$117K +5,304 +88%
OAM
915
Oppenheimer Asset Management
New York
$262K -$169K -7,644 -40%
RPSA
916
Richard P. Slaughter Associates
Texas
$262K +$8.32K +376 +3%
MC
917
McCarthy & Cox
Ohio
$256K +$245K +11,064 New
RA
918
Rodgers & Associates
Pennsylvania
$256K – – –
RZH
919
Relyea Zuckerberg Hanson
Connecticut
$255K – – –
CA
920
Clearstead Advisors
Ohio
$255K +$59.4K +2,684 +32%
CCG
921
Coastwise Capital Group
California
$253K -$44.3K -2,004 -15%
GA
922
GoalVest Advisory
New York
$253K +$241K +10,896 New
AFG
923
Albion Financial Group
Utah
$251K -$2.65K -120 -1%
UB
924
Umpqua Bank
Oregon
$249K +$238K +10,740 New
FRA
925
Frank Rimerman Advisors
California
$248K – – –
35 36
37
38 39