We are live on ! Find out more
SCHG icon

Schwab US Large-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
101
Triton Wealth Management
Arizona
$27.5M -$452K -20,424 -2%
BFG
102
Bleakley Financial Group
New Jersey
$27.2M -$966K -43,656 -4%
SW
103
Simplicity Wealth
New Jersey
$27.2M +$26M +1,174,428 New
CP
104
Capital Planning
Washington
$26.8M +$342K +15,484 +1%
AWM
105
Avior Wealth Management
Nebraska
$26.6M -$12.7M -573,888 -33%
CAG
106
Curtis Advisory Group
California
$26.6M -$46.4K -2,100 -0.2%
Prudential Financial
107
Prudential Financial
New Jersey
$26.5M +$3.1M +140,204 +14%
AWM
108
Apollon Wealth Management
South Carolina
$26.2M -$787K -35,588 -3%
PWM
109
Perigon Wealth Management
California
$25.9M +$456K +20,612 +2%
RDIA
110
RE Dickinson Investment Advisors
Iowa
$25.7M +$5.18M +234,004 +27%
AAP
111
Arax Advisory Partners
Colorado
$25.4M -$865K -39,104 -3%
GC
112
Garde Capital
Washington
$24.9M -$966K -43,672 -4%
MWM
113
Modera Wealth Management
New Jersey
$24.7M -$1.55M -70,004 -6%
DP
114
Denver PWM
Colorado
$24M +$5.74M +259,348 +33%
RJA
115
Raymond James & Associates
Florida
$24M +$828K +37,432 +4%
BA
116
Ballast Advisors
Minnesota
$23.7M +$556K +25,124 +3%
RCM
117
Richardson Capital Management
Wisconsin
$23.3M +$22.2M +1,005,616 +335,205%
AWM
118
Angeles Wealth Management
California
$22.8M +$21.8M +984,332 New
Mercer Global Advisors
119
Mercer Global Advisors
Colorado
$22.8M -$849K -38,388 -4%
MWM
120
MinichMacGregor Wealth Management
New York
$22.4M -$15.7M -708,776 -42%
CAPTRUST Financial Advisors
121
CAPTRUST Financial Advisors
North Carolina
$21.9M -$750K -33,924 -3%
PMG
122
ProVise Management Group
Florida
$21.9M -$3.44M -155,576 -14%
AWS
123
Atria Wealth Solutions
New York
$21.9M +$3.16M +142,940 +18%
FA
124
Fountainhead AM
New Jersey
$21.7M +$79.7K +3,604 +0.4%
CFS
125
CRA Financial Services
New Jersey
$21.4M +$1.02M +46,312 +5%