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
BFA
951
Beacon Financial Advisory
Ohio
$472K +$142K +5,205 +44%
PFA
952
Pathway Financial Advisors
Vermont
$468K – – –
MLA
953
My Legacy Advisors
Oregon
$467K +$47.3K +1,728 +12%
GWA
954
Geometric Wealth Advisors
District of Columbia
$465K – – –
CWP
955
Core Wealth Partners
California
$465K +$52.5K +1,920 +13%
TP
956
Tranquility Partners
Tennessee
$464K -$6.7K -245 -1%
HCM
957
Hall Capital Management
Rhode Island
$462K +$453K +16,566 New
RWM
958
Ritholtz Wealth Management
New York
$461K -$27 -1 -0%
AFA
959
American Financial Advisors
Georgia
$460K -$16.5K -604 -4%
CFB
960
Cullen/Frost Bankers
Texas
$456K +$263K +9,607 +142%
EFG
961
Ehrlich Financial Group
California
$453K +$111K +4,077 +33%
FG
962
Fairman Group
Pennsylvania
$449K +$410 +15 +0.1%
GCM
963
G2 Capital Management
Ohio
$448K – – –
SSWM
964
Smith Salley Wealth Management
North Carolina
$448K +$22.5K +821 +5%
CFG
965
Citizens Financial Group
Rhode Island
$448K +$55 +2 +0%
CIC
966
Carnegie Investment Counsel
Ohio
$448K -$7.28K -266 -2%
SW
967
SMART Wealth
Nebraska
$448K -$116K -4,231 -21%
LF
968
Lantz Financial
Illinois
$447K – – –
ZF
969
Zhang Financial
Michigan
$447K +$439K +16,047 New
CL
970
CVFG LLC
Indiana
$447K +$438K +16,032 New
FA
971
Fortis Advisors
Pennsylvania
$446K -$61.1K -2,234 -12%
GWS
972
Glassman Wealth Services
Virginia
$444K +$711 +26 +0.2%
BFWM
973
Bright Futures Wealth Management
New York
$441K +$424K +15,498 New
MWM
974
Manske Wealth Management
Texas
$440K +$432K +15,800 New
SHJ
975
Sharkey, Howes & Javer
Colorado
$440K – – –
37 38
39
40 41