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

Whittier Trust’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 Q3	$2.41K	Buy	66 +1	+2%	+$35	﹤0.01%	1275
2026 Q2	$2.26K	Hold	65	–	–	﹤0.01%	1263
2026 Q1	$1.93K	Hold	65	–	–	﹤0.01%	1279
2025 Q4	$2.14K	Sell	65 -335	-84%	-$10.9K	﹤0.01%	1285
2025 Q3	$12.8K	Buy	400 +348	+669%	+$10.6K	﹤0.01%	1083
2025 Q2	$1.52K	Hold	52	–	–	﹤0.01%	1430
2025 Q1	$1.3K	Hold	52	–	–	﹤0.01%	1425
2024 Q4	$1.45K	Hold	52	–	–	﹤0.01%	1471
2024 Q3	$1.35K	Hold	52	–	–	﹤0.01%	1479
2024 Q2	$1.31K	Buy	+52	New	+$1.23K	﹤0.01%	1458
2022 Q3	–	Sell	-1,400	Closed	-$20K	–	1748
2022 Q2	$20K	Sell	1,400 -1,120	-44%	-$17.9K	﹤0.01%	1177
2022 Q1	$47K	Buy	+2,520	New	+$46K	﹤0.01%	991
2020 Q2	–	Sell	-400	Closed	-$4K	–	1495
2020 Q1	$4K	Buy	+400	New	+$4.56K	﹤0.01%	1267

Other funds holding SCHG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Whittier Trust's SCHG Position: Q3 2026 in Review

Whittier Trust increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.5% in Q3 2026, buying an estimated $35 and bringing the position to 66 shares worth $2.41K. The position accounts for ﹤0.01% of the portfolio, ranked #1275.

Whittier Trust first reported a position in SCHG in Q1 2020 and has held it in 13 quarters since. The position peaked at $47K in Q1 2022. 1,571 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

Whittier Trust held 66 shares of Schwab US Large-Cap Growth ETF worth $2.41K as of Q3 2026.
Whittier Trust bought 1 Schwab US Large-Cap Growth ETF share in Q3 2026, an estimated $35.
Schwab US Large-Cap Growth ETF made up ﹤0.01% of Whittier Trust's portfolio in Q3 2026, its #1275 holding.
Whittier Trust first reported a position in Schwab US Large-Cap Growth ETF in Q1 2020 and has held it in 13 quarters since.
Whittier Trust's Schwab US Large-Cap Growth ETF position peaked at $47K in Q1 2022.
1,571 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Whittier Trust's 13F filing for Q3 2026, filed 12 Nov 2026.