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

Rice Partnership’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$88.5K Hold
3,453
– – 0.01% 137
2025
Q4 		$92.9K Sell
3,453
-3,464
-50% -$92.5K 0.01% 130
2025
Q3 		$182K Buy
6,917
+3,464
+100% +$88K 0.03% 117
2025
Q2 		$84.4K Hold
3,453
– – 0.01% 124
2025
Q1 		$76.2K Sell
3,453
-72
-2% -$1.68K 0.02% 109
2024
Q4 		$81.7K Sell
3,525
-3,132
-47% -$73K 0.02% 116
2024
Q3 		$151K Buy
6,657
+3,132
+89% +$68.2K 0.03% 110
2024
Q2 		$75.5K Sell
3,525
-468
-12% -$9.67K 0.02% 109
2024
Q1 		$82.6K Buy
3,993
+468
+13% +$9.21K 0.02% 101
2023
Q4 		$66.3K Sell
3,525
-453
-11% -$7.96K 0.02% 100
2023
Q3 		$67.1K Buy
3,978
+453
+13% +$7.95K 0.02% 104
2023
Q2 		$61.5K Hold
3,525
– – 0.02% 111
2023
Q1 		$56.8K Buy
+3,525
New +$55.5K 0.02% 100
2022
Q4 		– Sell
-7,020
Closed -$99K – 124
2022
Q3 		$99K Hold
7,020
– – 0.03% 93
2022
Q2 		$105K Hold
7,020
– – 0.04% 91
2022
Q1 		$126K Hold
7,020
– – 0.04% 102
2021
Q4 		$133K Hold
7,020
– – 0.04% 99
2021
Q3 		$122K Buy
7,020
+4,800
+216% +$85.6K 0.04% 94
2021
Q2 		$38K Buy
+2,220
New +$37.5K 0.01% 111

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Rice Partnership's SCHX Position: Q1 2026 in Review

Rice Partnership held its Schwab US Large- Cap ETF (SCHX) position steady in Q1 2026 at 3,453 shares worth $88.5K. The position accounts for 0.01% of the portfolio, ranked #137.

Rice Partnership first reported a position in SCHX in Q2 2021 and has held it in 19 quarters since. The position peaked at $182K in Q3 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Rice Partnership held 3,453 shares of Schwab US Large- Cap ETF worth $88.5K as of Q1 2026.
  • Rice Partnership left its Schwab US Large- Cap ETF share count unchanged in Q1 2026.
  • Schwab US Large- Cap ETF made up 0.01% of Rice Partnership's portfolio in Q1 2026, its #137 holding.
  • Rice Partnership first reported a position in Schwab US Large- Cap ETF in Q2 2021 and has held it in 19 quarters since.
  • Rice Partnership's Schwab US Large- Cap ETF position peaked at $182K in Q3 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

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