SCHG icon

Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
VNA
126
Valley National Advisers
Pennsylvania
$32.6M +$4.67M +143,450 +17%
CIA
127
Concurrent Investment Advisors
Florida
$32.3M -$3.53M -108,619 -10%
AF
128
Allworth Financial
California
$31.7M +$10.9M +334,473 +52%
DP
129
Denver PWM
Colorado
$31.5M – – –
MWM
130
Modera Wealth Management
New Jersey
$31.5M -$542K -16,660 -2%
SIA
131
Serenity Investment Advisors
Illinois
$31.4M +$31.2M +959,764 New
UW
132
Unique Wealth
Florida
$31.2M +$6.6M +202,865 +27%
SPC
133
Sigma Planning Corp
Michigan
$31.1M +$222K +6,828 +0.7%
SAM
134
Smithbridge Asset Management
Pennsylvania
$30.8M +$15.2M +467,936 +98%
SLP
135
Storen Legacy Partners
Indiana
$30.6M +$30.5M +938,072 New
IA
136
IFP Advisors
Florida
$30.5M -$356K -10,934 -1%
IP
137
Ignite Planners
California
$30.3M +$990K +30,433 +3%
GC
138
Garde Capital
Washington
$29.9M -$221K -6,794 -0.7%
MOS
139
MGO One Seven
Ohio
$29.8M +$258K +7,940 +0.9%
GRP
140
Global Retirement Partners
California
$29.3M +$23.5M +721,088 +406%
BDWCC
141
B&D White Capital Company
Texas
$29.3M -$3.19M -98,114 -10%
AIA
142
Ally Invest Advisors
North Carolina
$29.1M -$21.9K -674 -0.1%
BA
143
Ballast Advisors
Minnesota
$28.5M -$649K -19,954 -2%
EFG
144
Ethos Financial Group
Pennsylvania
$28.5M -$907K -27,898 -3%
WCM
145
Weaver Capital Management
Georgia
$28.3M +$2.96M +90,984 +12%
MWM
146
MOR Wealth Management
Pennsylvania
$28.2M +$28.1M +864,003 New
MWM
147
Meridian Wealth Management
Kentucky
$27.9M +$857K +26,337 +3%
BCI
148
Brinker Capital Investments
Pennsylvania
$27.8M +$6.25M +192,198 +29%
PWM
149
Perigon Wealth Management
California
$27.8M -$59.4K -1,826 -0.2%
TPCW
150
TD Private Client Wealth
New York
$27.6M +$4.6M +141,394 +20%
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