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B&D White Capital Company’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

B&D White Capital Company’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.41M Sell
288,801
-609,488
-68% -$18.9M 1.04% 25
2025
Q4 		$29.3M Sell
898,289
-98,114
-10% -$3.19M 3.39% 8
2025
Q3 		$31.8M Buy
996,403
+408,066
+69% +$12.4M 4.07% 7
2025
Q2 		$17.2M Sell
588,337
-1,029,811
-64% -$27.2M 2.62% 12
2025
Q1 		$40.5M Buy
1,618,148
+406,239
+34% +$11.1M 5.97% 4
2024
Q4 		$33.8M Buy
1,211,909
+218,049
+22% +$5.96M 5.69% 4
2024
Q3 		$25.9M Buy
993,860
+54,956
+6% +$1.38M 4.46% 4
2024
Q2 		$23.7M Sell
938,904
-268,428
-22% -$6.33M 4.95% 6
2024
Q1 		$28M Sell
1,207,332
-5,292
-0.4% -$117K 6.22% 7
2023
Q4 		$25.1M Buy
1,212,624
+6,412
+0.5% +$124K 7.82% 4
2023
Q3 		$21.9M Buy
1,206,212
+48,492
+4% +$913K 8.19% 4
2023
Q2 		$21.7M Buy
1,157,720
+622,340
+116% +$10.7M 7.49% 5
2023
Q1 		$8.72M Buy
+535,380
New +$8.13M 2.96% 7
2022
Q4 		– Sell
-131,764
Closed -$1.84M – 115
2022
Q3 		$1.84M Buy
131,764
+3,208
+2% +$50.3K 0.69% 23
2022
Q2 		$1.86M Sell
128,556
-1,237,176
-91% -$19.8M 0.79% 23
2022
Q1 		$25.5M Buy
1,365,732
+739,276
+118% +$13.5M 8.14% 3
2021
Q4 		$12.8M Buy
626,456
+54,896
+10% +$1.1M 4.22% 8
2021
Q3 		$10.6M Buy
571,560
+153,872
+37% +$2.93M 4.07% 8
2021
Q2 		$7.62M Buy
417,688
+141,624
+51% +$2.45M 3.39% 6
2021
Q1 		$4.42M Buy
276,064
+48,240
+21% +$785K 2.35% 13
2020
Q4 		$3.71M Buy
+227,824
New +$3.46M 2.11% 15

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

B&D White Capital Company's SCHG Position: Q1 2026 in Review

B&D White Capital Company reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 68% in Q1 2026, selling an estimated $18.9M and leaving 288,801 shares worth $8.41M. The position accounts for 1.04% of the portfolio, ranked #25.

B&D White Capital Company first reported a position in SCHG in Q4 2020 and has held it in 21 quarters since. The position peaked at $40.5M in Q1 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • B&D White Capital Company held 288,801 shares of Schwab US Large-Cap Growth ETF worth $8.41M as of Q1 2026.
  • B&D White Capital Company sold 609,488 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $18.9M.
  • Schwab US Large-Cap Growth ETF made up 1.04% of B&D White Capital Company's portfolio in Q1 2026, its #25 holding.
  • B&D White Capital Company first reported a position in Schwab US Large-Cap Growth ETF in Q4 2020 and has held it in 21 quarters since.
  • B&D White Capital Company's Schwab US Large-Cap Growth ETF position peaked at $40.5M in Q1 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on B&D White Capital Company's 13F filing for Q1 2026, filed 13 May 2026.