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 Q2	$631K	Sell	18,633 -667	-3%	-$22.1K	0.08%	98
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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

White Lighthouse Investment Management's SCHG Position: Q2 2026 in Review

White Lighthouse Investment Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 3.5% in Q2 2026, selling an estimated $22.1K and leaving 18,633 shares worth $631K. The position accounts for 0.08% of the portfolio, ranked #98.

White Lighthouse Investment Management first reported a position in SCHG in Q4 2022 and has held it in 15 quarters since. 1,667 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

White Lighthouse Investment Management held 18,633 shares of Schwab US Large-Cap Growth ETF worth $631K as of Q2 2026.
White Lighthouse Investment Management sold 667 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $22.1K.
Schwab US Large-Cap Growth ETF made up 0.08% of White Lighthouse Investment Management's portfolio in Q2 2026, its #98 holding.
White Lighthouse Investment Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
1,667 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on White Lighthouse Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.