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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
1151
Private Trust Company
Ohio
$340K -$235K -7,701 -42%
SEM
1152
Strategic Equity Management
Arizona
$339K – – –
GC
1153
Grimes & Company
Massachusetts
$339K -$487K -15,991 -60%
SW
1154
SteelPeak Wealth
California
$338K -$5.09K -167 -2%
AB
1155
Atlas Brown
Kentucky
$337K +$1.83K +60 +0.6%
EWM
1156
Evermay Wealth Management
Virginia
$335K – – –
AFG
1157
Albion Financial Group
Utah
$334K -$1.31K -43 -0.4%
CCAL
1158
City Center Advisors LLC
Michigan
$333K -$35.4K -1,163 -10%
SHA
1159
Seneca House Advisors
Virginia
$332K -$4.45K -146 -1%
SIA
1160
Spectrum Investment Advisors
Wisconsin
$332K +$317K +10,395 New
CSIA
1161
Conrad Siegel Investment Advisors
Pennsylvania
$331K +$316K +10,378 New
VAG
1162
VisionPoint Advisory Group
Texas
$330K -$396 -13 -0.1%
RW
1163
REDW Wealth
New Mexico
$327K – – –
RRA
1164
Round Rock Advisors
Connecticut
$327K +$29.4K +965 +10%
TFA
1165
Teamwork Financial Advisors
Texas
$327K -$56.9K -1,867 -15%
LCWP
1166
Legacy Capital Wealth Partners
Arkansas
$321K – – –
LSWP
1167
Liberty Square Wealth Partners
Pennsylvania
$320K – – –
WAG
1168
Winthrop Advisory Group
Massachusetts
$318K -$44.9K -1,472 -13%
CNBT
1169
Canandaigua National Bank & Trust
New York
$317K – – –
CWMK
1170
Caliber Wealth Management (Kansas)
Kansas
$317K -$9.75K -320 -3%
TCOTS
1171
Trust Company of the South
North Carolina
$317K – – –
HIM
1172
Hanlon Investment Management
New Jersey
$316K – – –
KCPG
1173
Kavar Capital Partners Group
Kansas
$315K +$274 +9 +0.1%
LA
1174
Latitude Advisors
Florida
$314K +$74.7K +2,451 +33%
SSW
1175
Stone Summit Wealth
Florida
$314K -$9.78K -321 -3%
45 46
47
48 49