Whipplewood Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Whipplewood Advisors’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 Q2	$69K	Buy	2,039 +75	+4%	+$2.48K	0.05%	125
2026 Q1	$57.2K	Hold	1,964	–	–	0.03%	253
2025 Q4	$64.1K	Sell	1,964 -303	-13%	-$9.86K	0.04%	183
2025 Q3	$72.3K	Sell	2,267 -179	-7%	-$5.46K	0.05%	170
2025 Q2	$71.4K	Sell	2,446 -38,733	-94%	-$1.02M	0.04%	272
2025 Q1	$57.2K	Buy	41,179 +39,007	+1,796%	+$1.07M	0.03%	290
2024 Q4	$60.5K	Buy	+2,172	New	+$59.4K	0.03%	286

Other funds holding SCHG

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Whipplewood Advisors's SCHG Position: Q2 2026 in Review

Whipplewood Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 3.8% in Q2 2026, buying an estimated $2.48K and bringing the position to 2,039 shares worth $69K. The position accounts for 0.05% of the portfolio, ranked #125.

Whipplewood Advisors first reported a position in SCHG in Q4 2024 and has held it in 7 quarters since. The position peaked at $72.3K in Q3 2025. 1,675 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Whipplewood Advisors held 2,039 shares of Schwab US Large-Cap Growth ETF worth $69K as of Q2 2026.
Whipplewood Advisors bought 75 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $2.48K.
Schwab US Large-Cap Growth ETF made up 0.05% of Whipplewood Advisors's portfolio in Q2 2026, its #125 holding.
Whipplewood Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
Whipplewood Advisors's Schwab US Large-Cap Growth ETF position peaked at $72.3K in Q3 2025.
1,675 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.