We are live on ! Find out more
SCHG icon

Schwab US Large-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
101
Meridian Wealth Management
Kentucky
$19.9M +$11.5M +613,404 +127%
CST
102
Charles Schwab Trust
Nevada
$19.4M +$1.07M +57,072 +6%
FAN
103
Financial Advisors Network
California
$19.3M +$20M +1,060,748 New
PWM
104
Perigon Wealth Management
California
$19.2M -$146K -7,768 -0.7%
SB
105
Strategic Blueprint
Georgia
$18.6M +$3.62M +192,448 +23%
BA
106
Ballast Advisors
Minnesota
$18.5M -$235K -12,476 -1%
MWM
107
MinichMacGregor Wealth Management
New York
$18.5M +$283K +15,040 +2%
Mercer Global Advisors
108
Mercer Global Advisors
Colorado
$18.5M -$1.13M -59,952 -6%
PWM
109
Provident Wealth Management
Tennessee
$18.3M +$166K +8,836 +0.9%
AWS
110
Aspen Wealth Strategies
Colorado
$18.2M -$2.05M -109,160 -10%
PAS
111
Park Avenue Securities
New York
$18.1M -$1.08M -57,548 -5%
DP
112
Denver PWM
Colorado
$17.8M -$373K -19,800 -2%
CAPTRUST Financial Advisors
113
CAPTRUST Financial Advisors
North Carolina
$17.8M +$2.76M +146,632 +18%
HG
114
Harbor Group
New Hampshire
$17.6M -$285K -15,144 -2%
IA
115
IFP Advisors
Florida
$17.5M -$2.28M -121,148 -11%
SA
116
Strategic Advocates
Utah
$17M +$17.6M +936,252 New
RF
117
Rollins Financial
Georgia
$16.8M +$6.94M +368,940 +67%
RJA
118
Raymond James & Associates
Florida
$16.6M +$1.88M +99,768 +12%
AWM
119
AE Wealth Management
Kansas
$16.5M -$6.88M -365,304 -29%
CAG
120
Curtis Advisory Group
California
$16.5M -$324K -17,204 -2%
FA
121
Fountainhead AM
New Jersey
$16.5M +$210K +11,152 +1%
WA
122
WBH Advisory
Maryland
$16.5M -$1.86M -99,064 -10%
CFS
123
CRA Financial Services
New Jersey
$16M +$563K +29,908 +4%
RDIA
124
RE Dickinson Investment Advisors
Iowa
$16M +$71.5K +3,800 +0.4%
IWC
125
Integrated Wealth Concepts
Massachusetts
$15.9M -$8.47M -450,240 -34%