WhitTier Trust Company’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

WhitTier Trust 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	$579K	Sell	19,592 -312	-2%	-$9.7K	0.01%	363
2025 Q4	$654K	Buy	19,904 +17,672	+792%	+$575K	0.01%	335
2025 Q3	$71.6K	Buy	2,232 +312	+16%	+$9.51K	﹤0.01%	621
2025 Q2	$56.1K	Hold	1,920	–	–	﹤0.01%	756
2025 Q1	$48.1K	Hold	1,920	–	–	﹤0.01%	779
2024 Q4	$53.5K	Hold	1,920	–	–	﹤0.01%	740
2024 Q3	$50K	Hold	1,920	–	–	﹤0.01%	759
2024 Q2	$48.4K	Hold	1,920	–	–	﹤0.01%	709
2024 Q1	$44.5K	Hold	1,920	–	–	﹤0.01%	710
2023 Q4	$39.8K	Hold	1,920	–	–	﹤0.01%	714
2023 Q3	$34.9K	Hold	1,920	–	–	﹤0.01%	707
2023 Q2	$36K	Hold	1,920	–	–	﹤0.01%	741
2023 Q1	$31.3K	Hold	1,920	–	–	﹤0.01%	763
2022 Q4	$26.7K	Hold	1,920	–	–	﹤0.01%	790
2022 Q3	$27K	Hold	1,920	–	–	﹤0.01%	766
2022 Q2	$28K	Hold	1,920	–	–	﹤0.01%	769
2022 Q1	$36K	Hold	1,920	–	–	﹤0.01%	727
2021 Q4	$39K	Hold	1,920	–	–	﹤0.01%	711
2021 Q3	$36K	Hold	1,920	–	–	﹤0.01%	730
2021 Q2	$35K	Hold	1,920	–	–	﹤0.01%	717
2021 Q1	$31K	Hold	1,920	–	–	﹤0.01%	719
2020 Q4	$31K	Hold	1,920	–	–	﹤0.01%	701
2020 Q3	$28K	Hold	1,920	–	–	﹤0.01%	696
2020 Q2	$24K	Hold	1,920	–	–	﹤0.01%	702
2020 Q1	$19K	Hold	1,920	–	–	﹤0.01%	711
2019 Q4	$22K	Buy	+1,920	New	+$21.2K	﹤0.01%	735
2019 Q3	–	Sell	-2,200	Closed	-$23K	–	1011
2019 Q2	$23K	Hold	2,200	–	–	﹤0.01%	713
2019 Q1	$22K	Hold	2,200	–	–	﹤0.01%	727
2018 Q4	$19K	Hold	2,200	–	–	﹤0.01%	738
2018 Q3	$23K	Hold	2,200	–	–	﹤0.01%	740
2018 Q2	$21K	Sell	2,200 -3,344	-60%	-$31.1K	﹤0.01%	749
2018 Q1	$50K	Buy	+5,544	New	+$51.1K	﹤0.01%	612

Other funds holding SCHG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

WhitTier Trust Company's SCHG Position: Q1 2026 in Review

WhitTier Trust Company reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.6% in Q1 2026, selling an estimated $9.7K and leaving 19,592 shares worth $579K. The position accounts for 0.01% of the portfolio, ranked #363.

WhitTier Trust Company first reported a position in SCHG in Q1 2018 and has held it in 32 quarters since. The position peaked at $654K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

WhitTier Trust Company held 19,592 shares of Schwab US Large-Cap Growth ETF worth $579K as of Q1 2026.
WhitTier Trust Company sold 312 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $9.7K.
Schwab US Large-Cap Growth ETF made up 0.01% of WhitTier Trust Company's portfolio in Q1 2026, its #363 holding.
WhitTier Trust Company first reported a position in Schwab US Large-Cap Growth ETF in Q1 2018 and has held it in 32 quarters since.
WhitTier Trust Company's Schwab US Large-Cap Growth ETF position peaked at $654K in Q4 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on WhitTier Trust Company's 13F filing for Q1 2026, filed 28 Apr 2026.