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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
HC
1201
Hamilton Capital
Ohio
$379K +$378K +11,610 New
RPC
1202
Rossmore Private Capital
Connecticut
$378K – – –
SCM
1203
Seascape Capital Management
New Hampshire
$377K +$390 +12 +0.1%
LG
1204
LaFleur & Godfrey
Michigan
$376K -$5.04K -155 -1%
AFTS
1205
American Financial & Tax Strategies
New York
$375K – – –
UFA
1206
Uptown Financial Advisors
Texas
$374K – – –
BC
1207
Burney Company
Virginia
$374K – – –
SSW
1208
Stone Summit Wealth
Florida
$373K +$51.9K +1,595 +16%
MF
1209
Manuka Financial
Virginia
$373K +$76.9K +2,365 +26%
FMI
1210
Financial Management Inc
Arkansas
$372K +$371K +11,409 New
HKIMG
1211
Hutchens & Kramer Investment Management Group
Indiana
$370K -$423 -13 -0.1%
AMM
1212
American Money Management
California
$366K +$618 +19 +0.2%
TPBG
1213
Turning Point Benefit Group
Maryland
$366K -$362K -11,136 -50%
RWM
1214
Rolek Wealth Management
Pennsylvania
$364K – – –
KFP
1215
Kerr Financial Planning
California
$364K +$130 +4 +0%
ACA
1216
Ascension Capital Advisors
Texas
$363K +$3.9K +120 +1%
GI
1217
Gradient Investments
Minnesota
$363K – – –
FPW
1218
Flagship Private Wealth
Massachusetts
$361K – – –
TA
1219
TPG Advisors
Illinois
$361K -$97.5K -2,997 -21%
DIS
1220
Diversified Investment Strategies
Louisiana
$360K – – –
SFC
1221
Summit Financial Consulting
Michigan
$359K +$142K +4,361 +66%
GC
1222
Grimes & Company
Massachusetts
$357K +$11.2K +344 +3%
GSWM
1223
Golden State Wealth Management
California
$357K +$102K +3,124 +40%
OP
1224
ORG Partners
Indiana
$357K -$597K -18,342 -63%
KWS
1225
Keystone Wealth Services
California
$357K +$104K +3,197 +41%
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