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White Lighthouse Investment Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

White Lighthouse Investment Management’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 		$562K Buy
19,300
+4,628
+32% +$144K 0.08% 99
2025
Q4 		$479K Sell
14,672
-407
-3% -$13.2K 0.07% 107
2025
Q3 		$481K Sell
15,079
-100
-0.7% -$3.05K 0.07% 97
2025
Q2 		$443K Buy
15,179
+505
+3% +$13.4K 0.07% 100
2025
Q1 		$367K Buy
14,674
+19
+0.1% +$520 0.07% 98
2024
Q4 		$408K Buy
14,655
+67
+0.5% +$1.83K 0.07% 100
2024
Q3 		$380K Hold
14,588
– – 0.07% 100
2024
Q2 		$368K Buy
14,588
+140
+1% +$3.3K 0.07% 99
2024
Q1 		$335K Sell
14,448
-1,300
-8% -$28.8K 0.07% 101
2023
Q4 		$327K Sell
15,748
-5,600
-26% -$108K 0.07% 98
2023
Q3 		$388K Sell
21,348
-668
-3% -$12.6K 0.09% 89
2023
Q2 		$413K Sell
22,016
-152
-0.7% -$2.61K 0.1% 85
2023
Q1 		$361K Buy
22,168
+1,688
+8% +$25.6K 0.09% 89
2022
Q4 		$284K Buy
+20,480
New +$294K 0.08% 96

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

White Lighthouse Investment Management's SCHG Position: Q1 2026 in Review

White Lighthouse Investment Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 32% in Q1 2026, buying an estimated $144K and bringing the position to 19,300 shares worth $562K. The position accounts for 0.08% of the portfolio, ranked #99.

White Lighthouse Investment Management first reported a position in SCHG in Q4 2022 and has held it in 14 quarters since. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • White Lighthouse Investment Management held 19,300 shares of Schwab US Large-Cap Growth ETF worth $562K as of Q1 2026.
  • White Lighthouse Investment Management bought 4,628 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $144K.
  • Schwab US Large-Cap Growth ETF made up 0.08% of White Lighthouse Investment Management's portfolio in Q1 2026, its #99 holding.
  • White Lighthouse Investment Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and has held it in 14 quarters since.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on White Lighthouse Investment Management's 13F filing for Q1 2026, filed 15 May 2026.