SCHG icon

Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
YIM
1151
Yoffe Investment Management
Pennsylvania
$468K – – –
GWP
1152
Gateway Wealth Partners
Wisconsin
$467K -$51.8K -1,564 -10%
PMG
1153
Private Management Group
California
$465K – – –
PWP
1154
Pursue Wealth Partners
California
$464K – – –
AC
1155
Asio Capital
Kentucky
$464K – – –
KA
1156
Klingman & Associates
New York
$461K -$24.8K -747 -5%
SFO
1157
Stokes Family Office
Louisiana
$460K – – –
GWANC
1158
Guardian Wealth Advisors (North Carolina)
North Carolina
$458K +$28.7K +865 +7%
TVPW
1159
Third View Private Wealth
Connecticut
$458K +$126K +3,815 +39%
MIM
1160
Marshall Investment Management
Colorado
$457K – – –
SPA
1161
Sentinel Pension Advisors
Massachusetts
$453K -$5.04K -152 -1%
CWM
1162
CCG Wealth Management
California
$452K – – –
FWP
1163
Falcon Wealth Planning
California
$451K -$32.1K -969 -7%
IFPL
1164
Investments & Financial Planning LLC
Kentucky
$450K -$3.05K -92 -0.7%
RF
1165
RHS Financial
California
$448K +$19.9K +600 +5%
SFG
1166
SageGuard Financial Group
Tennessee
$448K +$6K +181 +1%
FSBI
1167
Fearless Solutions (Best Invest)
Texas
$448K -$1.56K -47 -0.4%
BMCM
1168
Bryn Mawr Capital Management
Pennsylvania
$447K – – –
LAM
1169
Lotus Asset Management
Tennessee
$446K +$436K +13,170 New
BTWM
1170
Baker Tilly Wealth Management
Wisconsin
$443K -$9.11K -275 -2%
FWM
1171
ForthRight Wealth Management
Georgia
$437K – – –
IA
1172
Invested Advisors
Pennsylvania
$437K -$147K -4,448 -26%
NIWA
1173
New Insight Wealth Advisors
California
$436K -$273K -8,229 -39%
DLCIG
1174
D.L. Carlson Investment Group
New Hampshire
$435K -$5.14K -155 -1%
HC
1175
Hamilton Capital
Ohio
$435K +$41.6K +1,256 +11%
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47
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