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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
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% +$28 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 +$212K 0.05% 92