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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
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 +$22K ﹤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% -$31.9K ﹤0.01% 749
2018
Q1
$50K Buy
+5,544
New +$50K ﹤0.01% 612