Frank Rimerman Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Frank Rimerman Advisors’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	$362K	Hold	10,688	–	–	0.02%	478
2026 Q1	$311K	Hold	10,688	–	–	0.02%	489
2025 Q4	$349K	Hold	10,688	–	–	0.02%	466
2025 Q3	$341K	Hold	10,688	–	–	0.02%	457
2025 Q2	$312K	Hold	10,688	–	–	0.02%	447
2025 Q1	$268K	Hold	10,688	–	–	0.02%	438
2024 Q4	$298K	Hold	10,688	–	–	0.02%	418
2024 Q3	$278K	Hold	10,688	–	–	0.02%	435
2024 Q2	$269K	Hold	10,688	–	–	0.02%	467
2024 Q1	$248K	Hold	10,688	–	–	0.05%	101
2023 Q4	$222K	Buy	+10,688	New	+$207K	0.05%	101
2023 Q3	–	Sell	-10,688	Closed	-$200K	–	109
2023 Q2	$200K	Buy	+10,688	New	+$183K	0.05%	106
2022 Q1	–	Sell	-10,688	Closed	-$219K	–	127
2021 Q4	$219K	Buy	+10,688	New	+$214K	0.07%	111

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

Frank Rimerman Advisors's SCHG Position: Q2 2026 in Review

Frank Rimerman Advisors held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 10,688 shares worth $362K. The position accounts for 0.02% of the portfolio, ranked #478.

Frank Rimerman Advisors first reported a position in SCHG in Q4 2021 and has held it in 13 quarters since. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Frank Rimerman Advisors held 10,688 shares of Schwab US Large-Cap Growth ETF worth $362K as of Q2 2026.
Frank Rimerman Advisors left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.02% of Frank Rimerman Advisors's portfolio in Q2 2026, its #478 holding.
Frank Rimerman Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and has held it in 13 quarters since.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.