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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
1001
Gallacher Capital Management
Colorado
$359K -$164K -5,985 -29%
WE
1002
Wealth Effects
Massachusetts
$356K -$2.74K -100 -0.7%
SCTC
1003
Sanibel Captiva Trust Company
Florida
$356K -$479K -17,492 -55%
SW
1004
SMART Wealth
Nebraska
$354K -$52.9K -1,931 -12%
CC
1005
Courier Capital
New York
$353K – – –
VRM
1006
Vectors Research Management
New York
$353K – – –
HT
1007
Headlands Technologies
Illinois
$352K +$214K +7,804 +124%
TA
1008
TPG Advisors
Illinois
$352K +$9.01K +329 +2%
AIM
1009
AHL Investment Management
Florida
$352K – – –
FNT
1010
First National Trust
Pennsylvania
$350K +$5.18K +189 +1%
BFWM
1011
Bright Futures Wealth Management
New York
$349K -$9.18K -335 -2%
FFM
1012
Forum Financial Management
Illinois
$347K +$41.8K +1,527 +12%
PA
1013
Pinnacle Associates
New York
$347K +$25.7K +937 +7%
YIM
1014
Yoffe Investment Management
Pennsylvania
$346K – – –
MIM
1015
Marshall Investment Management
Colorado
$345K +$367K +13,407 +3,438%
SWA
1016
SOA Wealth Advisors
New York
$345K +$438 +16 +0.1%
PWP
1017
Pursue Wealth Partners
California
$344K – – –
AC
1018
Asio Capital
Kentucky
$343K – – –
BTWM
1019
Baker Tilly Wealth Management
Wisconsin
$342K +$438 +16 +0.1%
LG
1020
LaFleur & Godfrey
Michigan
$341K +$1.81K +66 +0.5%
PMSA
1021
Patrick M. Sweeney & Associates
Illinois
$339K +$23.2K +846 +7%
BWM
1022
Brickley Wealth Management
California
$336K +$49.6K +1,810 +16%
VIA
1023
Victrix Investment Advisors
Florida
$335K +$366K +13,364 New
MPW
1024
Monterey Private Wealth
California
$332K +$146K +5,313 +67%
NWMG
1025
National Wealth Management Group
Ohio
$332K +$18.1K +661 +5%
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