Schwab U S Large Cap Growth ETF shares owned by Whitener Capital Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Whitener Capital Management
from 13F filings
Historical chart of Whitener Capital Management investment in Schwab U S Large Cap Growth ETF
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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Whitener Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 55k | 31.91 |
| 2025-06-30 | $1.4M | 48k | 29.21 |
| 2025-03-31 | $1.0M | 42k | 25.04 |
| 2024-12-31 | $920k | 33k | 27.87 |
| 2024-09-30 | $757k | 7.3k | 104.18 |
| 2024-06-30 | $637k | 6.3k | 100.84 |
| 2024-03-31 | $589k | 6.4k | 92.72 |
| 2023-12-31 | $518k | 6.2k | 82.96 |
| 2023-09-30 | $455k | 6.3k | 72.72 |
| 2023-06-30 | $452k | 6.0k | 74.95 |
| 2023-03-31 | $404k | 6.2k | 65.17 |
| 2022-12-31 | $355k | 6.4k | 55.56 |
| 2022-09-30 | $421k | 7.5k | 55.78 |
| 2022-06-30 | $452k | 7.8k | 57.96 |
| 2022-03-31 | $543k | 7.3k | 74.74 |
| 2021-12-31 | $597k | 3.6k | 163.70 |
| 2021-09-30 | $403k | 3.1k | 128.30 |
| 2021-06-30 | $491k | 3.4k | 145.70 |
| 2021-03-31 | $423k | 3.3k | 129.56 |
| 2020-12-31 | $403k | 3.1k | 128.30 |
| 2020-09-30 | $268k | 2.3k | 114.87 |
| 2020-06-30 | $236k | 2.3k | 101.16 |
| 2019-12-31 | $205k | 2.2k | 92.59 |
| 2019-09-30 | $177k | 2.1k | 83.93 |
| 2019-06-30 | $173k | 2.1k | 82.81 |
| 2019-03-31 | $161k | 2.0k | 79.27 |
| 2018-12-31 | $139k | 2.0k | 68.44 |
| 2018-09-30 | $157k | 1.9k | 81.52 |
| 2018-03-31 | $116k | 1.6k | 71.65 |
| 2017-12-31 | $114k | 1.6k | 70.41 |
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