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Schwab US Large-Cap Growth ETF
SCHG

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
1
Marquette Asset Management
Minnesota
$33.1M +$33.3M +6,955,024 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$8.91M +$8.95M +1,870,720 New
SAM
3
Summit Asset Management
Tennessee
$8.89M +$8.93M +1,866,376 New
NDSI
4
Newman Dignan & Sheerar Inc
Rhode Island
$5.34M +$5.36M +1,120,776 New
UCFA
5
United Capital Financial Advisors
Texas
$4.04M +$4.06M +848,448 New
RJFSA
6
Raymond James Financial Services Advisors
Florida
$3.31M +$3.33M +695,248 New
WSTAM
7
Wilbanks Smith & Thomas Asset Management
Virginia
$2.76M +$2.77M +578,880 New
CCWA
8
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.73M +$2.74M +572,736 New
LYV
9
Live Your Vision
Pennsylvania
$1.91M +$1.85M +387,648 New
Mariner
10
Mariner
Kansas
$1.69M +$1.69M +353,840 New
CCM
11
Condor Capital Management
New Jersey
$1.41M +$1.41M +295,632 New
IAS
12
IMA Advisory Services
Colorado
$1.26M +$1.27M +264,584 New
CWM
13
Cabot Wealth Management
Massachusetts
$1.15M +$1.15M +240,736 New
BCI
14
Brinker Capital Investments
Pennsylvania
$830K +$834K +174,272 New
HighTower Advisors
15
HighTower Advisors
Illinois
$783K +$786K +164,352 New
LRPA
16
L. Roy Papp & Associates
Arizona
$565K +$568K +118,664 New
LPL Financial
17
LPL Financial
California
$509K +$512K +106,936 New
SFSG
18
Stearns Financial Services Group
North Carolina
$459K +$461K +96,392 New
BRWA
19
B. Riley Wealth Advisors
Florida
$431K +$433K +90,488 New
CDIA
20
Capital Directions Investment Advisors
Georgia
$399K +$401K +83,704 New
Bank of America
21
Bank of America
North Carolina
$367K +$369K +77,128 New
GIA
22
GHP Investment Advisors
Colorado
$337K +$339K +70,800 New
DWM
23
Destination Wealth Management
California
$304K +$306K +63,872 New
PMG
24
ProVise Management Group
Florida
$290K +$291K +60,824 New
Morgan Stanley
25
Morgan Stanley
New York
$279K +$281K +58,776 New
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