Whitener Capital Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Whitener Capital 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	$2.73M	Buy	80,756 +12,768	+19%	+$423K	0.58%	42
2026 Q1	$1.98M	Buy	67,988 +6,416	+10%	+$199K	0.45%	50
2025 Q4	$2.01M	Buy	61,572 +6,548	+12%	+$213K	0.46%	46
2025 Q3	$1.76M	Buy	55,024 +6,591	+14%	+$201K	0.42%	54
2025 Q2	$1.41M	Buy	48,433 +6,839	+16%	+$181K	0.37%	59
2025 Q1	$1.04M	Buy	41,594 +8,594	+26%	+$235K	0.29%	71
2024 Q4	$920K	Buy	33,000 +3,920	+13%	+$107K	0.26%	71
2024 Q3	$757K	Buy	29,080 +3,804	+15%	+$95.7K	0.21%	82
2024 Q2	$637K	Sell	25,276 -128	-0.5%	-$3.02K	0.19%	89
2024 Q1	$589K	Buy	25,404 +452	+2%	+$10K	0.19%	92
2023 Q4	$518K	Sell	24,952 -100	-0.4%	-$1.93K	0.19%	93
2023 Q3	$455K	Buy	25,052 +908	+4%	+$17.1K	0.18%	91
2023 Q2	$452K	Sell	24,144 -664	-3%	-$11.4K	0.17%	93
2023 Q1	$404K	Sell	24,808 -732	-3%	-$11.1K	0.17%	96
2022 Q4	$355K	Sell	25,540 -4,648	-15%	-$66.8K	0.16%	96
2022 Q3	$421K	Sell	30,188 -1,004	-3%	-$15.7K	0.2%	87
2022 Q2	$452K	Buy	31,192 +2,132	+7%	+$34.1K	0.2%	89
2022 Q1	$543K	Sell	29,060 -116	-0.4%	-$2.12K	0.2%	93
2021 Q4	$597K	Buy	29,176 +4,048	+16%	+$80.9K	0.21%	89
2021 Q3	$403K	Sell	25,128 -1,832	-7%	-$34.9K	0.19%	88
2021 Q2	$491K	Buy	26,960 +840	+3%	+$14.5K	0.2%	92
2021 Q1	$423K	Buy	26,120 +992	+4%	+$16.1K	0.18%	93
2020 Q4	$403K	Buy	25,128 +6,464	+35%	+$98K	0.18%	89
2020 Q3	$268K	Hold	18,664	–	–	0.13%	107
2020 Q2	$236K	Buy	+18,664	New	+$218K	0.12%	116
2020 Q1	–	Sell	-17,712	Closed	-$205K	–	134
2019 Q4	$205K	Buy	17,712 +840	+5%	+$9.26K	0.11%	133
2019 Q3	$177K	Buy	16,872 +160	+1%	+$1.69K	0.1%	136
2019 Q2	$173K	Buy	16,712 +464	+3%	+$4.72K	0.1%	136
2019 Q1	$161K	Hold	16,248	–	–	0.11%	127
2018 Q4	$139K	Buy	16,248 +840	+5%	+$7.82K	0.1%	131
2018 Q3	$157K	Buy	+15,408	New	+$153K	0.1%	139
2018 Q2	–	Sell	-12,952	Closed	-$116K	–	343
2018 Q1	$116K	Hold	12,952	–	–	0.09%	143
2017 Q4	$114K	Buy	+12,952	New	+$111K	0.1%	139

Other funds holding SCHG

TWM

Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

LFS

Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

HWM

HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Whitener Capital Management's SCHG Position: Q2 2026 in Review

Whitener Capital Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 19% in Q2 2026, buying an estimated $423K and bringing the position to 80,756 shares worth $2.73M. The position accounts for 0.58% of the portfolio, ranked #42.

Whitener Capital Management first reported a position in SCHG in Q4 2017 and has held it in 33 quarters since. 446 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Whitener Capital Management held 80,756 shares of Schwab US Large-Cap Growth ETF worth $2.73M as of Q2 2026.
Whitener Capital Management bought 12,768 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $423K.
Schwab US Large-Cap Growth ETF made up 0.58% of Whitener Capital Management's portfolio in Q2 2026, its #42 holding.
Whitener Capital Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2017 and has held it in 33 quarters since.
446 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Whitener Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.