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 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Frank Rimerman Advisors's SCHG Position: Q1 2026 in Review

Frank Rimerman Advisors held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q1 2026 at 10,688 shares worth $311K. The position accounts for 0.02% of the portfolio, ranked #489.

Frank Rimerman Advisors first reported a position in SCHG in Q4 2021 and has held it in 12 quarters since. The position peaked at $349K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Frank Rimerman Advisors held 10,688 shares of Schwab US Large-Cap Growth ETF worth $311K as of Q1 2026.
Frank Rimerman Advisors left its Schwab US Large-Cap Growth ETF share count unchanged in Q1 2026.
Schwab US Large-Cap Growth ETF made up 0.02% of Frank Rimerman Advisors's portfolio in Q1 2026, its #489 holding.
Frank Rimerman Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and has held it in 12 quarters since.
Frank Rimerman Advisors's Schwab US Large-Cap Growth ETF position peaked at $349K in Q4 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.