Whittier Trust’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 | $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 | +$1.31K | ﹤0.01% | 1458 |
|
|
2022
Q3 | – | Sell |
-1,400
| Closed | -$20K | – | 1748 |
|
|
2022
Q2 | $20K | Sell |
1,400
-1,120
| -44% | -$16K | ﹤0.01% | 1177 |
|
|
2022
Q1 | $47K | Buy |
+2,520
| New | +$47K | ﹤0.01% | 991 |
|
|
2020
Q2 | – | Sell |
-400
| Closed | -$4K | – | 1495 |
|
|
2020
Q1 | $4K | Buy |
+400
| New | +$4K | ﹤0.01% | 1267 |
|