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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
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's SCHG Position: Q1 2026 in Review

Whittier Trust held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q1 2026 at 65 shares worth $1.93K. The position accounts for ﹤0.01% of the portfolio, ranked #1279.

Whittier Trust first reported a position in SCHG in Q1 2020 and has held it in 11 quarters since. The position peaked at $47K in Q1 2022. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Whittier Trust held 65 shares of Schwab US Large-Cap Growth ETF worth $1.93K as of Q1 2026.
  • Whittier Trust left its Schwab US Large-Cap Growth ETF share count unchanged in Q1 2026.
  • Schwab US Large-Cap Growth ETF made up ﹤0.01% of Whittier Trust's portfolio in Q1 2026, its #1279 holding.
  • Whittier Trust first reported a position in Schwab US Large-Cap Growth ETF in Q1 2020 and has held it in 11 quarters since.
  • Whittier Trust's Schwab US Large-Cap Growth ETF position peaked at $47K in Q1 2022.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

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