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Rice Partnership’s Schwab US Broad Market ETF SCHB Stock Holding History

Rice Partnership’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-164
Closed -$3.72K – 175
2024
Q4 		$3.72K Sell
164
-1
-0.6% -$23 ﹤0.01% 160
2024
Q3 		$3.64K Hold
165
– – ﹤0.01% 166
2024
Q2 		$3.44K Hold
165
– – ﹤0.01% 147
2024
Q1 		$3.34K Buy
+165
New +$3.19K ﹤0.01% 150
2023
Q4 		– Sell
-51
Closed -$864 – 133
2023
Q3 		$864 Buy
+51
New +$883 ﹤0.01% 131
2020
Q1 		– Sell
-28,542
Closed -$366K – 108
2019
Q4 		$366K Sell
28,542
-810
-3% -$9.94K 0.2% 58
2019
Q3 		$347K Buy
29,352
+3,828
+15% +$45.2K 0.22% 61
2019
Q2 		$300K Buy
+25,524
New +$295K 0.2% 63

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Rice Partnership's SCHB Position: Q1 2025 in Review

Rice Partnership sold out of Schwab US Broad Market ETF (SCHB) in Q1 2025, closing a stake of 164 shares — an estimated $3.72K sold.

Rice Partnership first reported a position in SCHB in Q2 2019 and held it in 8 quarters. The position peaked at $366K in Q4 2019. 1,170 funds tracked by Wall St. Rank hold SCHB as of Q1 2025.

  • Rice Partnership reported no remaining Schwab US Broad Market ETF position as of Q1 2025 after selling out during the quarter.
  • Rice Partnership sold 164 Schwab US Broad Market ETF shares in Q1 2025, an estimated $3.72K.
  • Rice Partnership first reported a position in Schwab US Broad Market ETF in Q2 2019 and held it in 8 quarters.
  • Rice Partnership's Schwab US Broad Market ETF position peaked at $366K in Q4 2019.
  • 1,170 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2025.

Based on Rice Partnership's 13F filing for Q1 2025, filed 29 Apr 2025.