We are live on ! Find out more
SCHG icon

Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
IPA
1251
Investment Planning Advisors
Georgia
$307K +$71.1K +2,288 +28%
AFG
1252
Albion Financial Group
Utah
$306K +$1.31K +42 +0.4%
CWA
1253
Cascade Wealth Advisors
Washington
$306K – – –
HIS
1254
Harvest Investment Services
Illinois
$304K +$3.54K +114 +1%
CPC
1255
Cadia Private Client
New Jersey
$304K -$134K -4,295 -29%
LCWP
1256
Legacy Capital Wealth Partners
Arkansas
$300K -$50.4K -1,621 -14%
WRCM
1257
Western Reserve Capital Management
Ohio
$300K +$20.9K +671 +7%
EWM
1258
Evermay Wealth Management
Virginia
$299K – – –
CAMG
1259
CWA Asset Management Group
Florida
$299K +$105K +3,364 +49%
LSWP
1260
Liberty Square Wealth Partners
Pennsylvania
$299K -$3.79K -122 -1%
RW
1261
REDW Wealth
New Mexico
$299K – – –
BW
1262
Basepoint Wealth
Iowa
$298K +$59.9K +1,926 +23%
MAC
1263
Mason & Associates (California)
California
$297K – – –
BAG
1264
Bauman Advisory Group
Nevada
$296K -$7.16M -230,220 -96%
TC
1265
Tannin Capital
North Carolina
$294K -$870 -28 -0.3%
BFWM
1266
Bright Futures Wealth Management
New York
$294K +$23.8K +765 +8%
FMI
1267
Financial Management Inc
Arkansas
$293K -$41.9K -1,348 -12%
LFAS
1268
Level Four Advisory Services
Texas
$292K +$312K +10,040 New
AIA
1269
Accelerate Investment Advisors
California
$292K +$6.96K +224 +2%
JTWM
1270
Jackson Thornton Wealth Management
Alabama
$290K – – –
CNC
1271
Canandaigua National Corp
New York
$289K +$309K +9,936 New
SIC
1272
Sage Investment Counsel
Tennessee
$289K +$11.7K +377 +4%
TCOTS
1273
Trust Company of the South
North Carolina
$289K – – –
HIM
1274
Hanlon Investment Management
New Jersey
$289K – – –
KCPG
1275
Kavar Capital Partners Group
Kansas
$288K +$155 +5 +0.1%
49 50
51
52 53