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 Q2	$2.26K	Hold	65	–	–	﹤0.01%	1263
2026 Q1	$1.93K	Hold	65	–	–	﹤0.01%	1279
2025 Q4	$2.15K	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

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

Whittier Trust's SCHG Position: Q2 2026 in Review

Whittier Trust held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 65 shares worth $2.26K. The position accounts for ﹤0.01% of the portfolio, ranked #1263.

Whittier Trust first reported a position in SCHG in Q1 2020 and has held it in 12 quarters since. The position peaked at $47K in Q1 2022. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Whittier Trust held 65 shares of Schwab US Large-Cap Growth ETF worth $2.26K as of Q2 2026.
Whittier Trust left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Growth ETF made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #1263 holding.
Whittier Trust first reported a position in Schwab US Large-Cap Growth ETF in Q1 2020 and has held it in 12 quarters since.
Whittier Trust's Schwab US Large-Cap Growth ETF position peaked at $47K in Q1 2022.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.