Rice Partnership’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Rice Partnership’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	$309K	Hold	9,137	–	–	0.04%	102
2026 Q1	$266K	Hold	9,137	–	–	0.04%	99
2025 Q4	$298K	Hold	9,137	–	–	0.04%	91
2025 Q3	$292K	Hold	9,137	–	–	0.04%	98
2025 Q2	$267K	Hold	9,137	–	–	0.05%	102
2025 Q1	$229K	Hold	9,137	–	–	0.05%	92
2024 Q4	$255K	Buy	9,137 +1	+0%	+$27	0.05%	94
2024 Q3	$238K	Hold	9,136	–	–	0.05%	94
2024 Q2	$230K	Hold	9,136	–	–	0.05%	91
2024 Q1	$212K	Buy	+9,136	New	+$202K	0.05%	92

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

Rice Partnership's SCHG Position: Q2 2026 in Review

Rice Partnership held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 9,137 shares worth $309K. The position accounts for 0.04% of the portfolio, ranked #102.

Rice Partnership first reported a position in SCHG in Q1 2024 and has held it in 10 quarters since. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Rice Partnership held 9,137 shares of Schwab US Large-Cap Growth ETF worth $309K as of Q2 2026.
Rice Partnership left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.04% of Rice Partnership's portfolio in Q2 2026, its #102 holding.
Rice Partnership first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Rice Partnership's 13F filing for Q2 2026, filed 29 Jul 2026.