Rice Partnership’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Rice Partnership’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-192	Closed	-$4.5K	–	175
2025 Q1	$4.5K	Hold	192	–	–	﹤0.01%	145
2024 Q4	$4.96K	Sell	192 -1,490	-89%	-$39.6K	﹤0.01%	159
2024 Q3	$43.3K	Buy	1,682 +1,490	+776%	+$37K	0.01%	136
2024 Q2	$4.55K	Sell	192 -142	-43%	-$3.37K	﹤0.01%	146
2024 Q1	$8.22K	Buy	+334	New	+$7.83K	﹤0.01%	136
2023 Q4	–	Sell	-112	Closed	-$2.3K	–	132
2023 Q3	$2.3K	Buy	+112	New	+$2.46K	﹤0.01%	128
2022 Q4	–	Sell	-540	Closed	-$10K	–	120
2022 Q3	$10K	Hold	540	–	–	﹤0.01%	118
2022 Q2	$11K	Sell	540 -300	-36%	-$6.41K	﹤0.01%	112
2022 Q1	$20K	Hold	840	–	–	0.01%	122
2021 Q4	$22K	Hold	840	–	–	0.01%	122
2021 Q3	$21K	Hold	840	–	–	0.01%	120
2021 Q2	$22K	Buy	+840	New	+$21.5K	0.01%	117

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Rice Partnership's SCHA Position: Q2 2025 in Review

Rice Partnership sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2025, closing a stake of 192 shares — an estimated $4.5K sold.

Rice Partnership first reported a position in SCHA in Q2 2021 and held it in 12 quarters. The position peaked at $43.3K in Q3 2024. 1,137 funds tracked by Wall St. Rank hold SCHA as of Q2 2025.

Rice Partnership reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2025 after selling out during the quarter.
Rice Partnership sold 192 Schwab U.S Small- Cap ETF shares in Q2 2025, an estimated $4.5K.
Rice Partnership first reported a position in Schwab U.S Small- Cap ETF in Q2 2021 and held it in 12 quarters.
Rice Partnership's Schwab U.S Small- Cap ETF position peaked at $43.3K in Q3 2024.
1,137 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2025.

Based on Rice Partnership's 13F filing for Q2 2025, filed 24 Jul 2025.