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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
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

Rice Partnership's SCHG Position: Q1 2026 in Review

Rice Partnership held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q1 2026 at 9,137 shares worth $266K. The position accounts for 0.04% of the portfolio, ranked #99.

Rice Partnership first reported a position in SCHG in Q1 2024 and has held it in 9 quarters since. The position peaked at $298K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Rice Partnership held 9,137 shares of Schwab US Large-Cap Growth ETF worth $266K as of Q1 2026.
  • Rice Partnership left its Schwab US Large-Cap Growth ETF share count unchanged in Q1 2026.
  • Schwab US Large-Cap Growth ETF made up 0.04% of Rice Partnership's portfolio in Q1 2026, its #99 holding.
  • Rice Partnership first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and has held it in 9 quarters since.
  • Rice Partnership's Schwab US Large-Cap Growth ETF position peaked at $298K in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Rice Partnership's 13F filing for Q1 2026, filed 7 May 2026.