Riverstone Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Riverstone Advisors’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	$327K	Hold	9,664	–	–	0.14%	59
2026 Q1	$282K	Hold	9,664	–	–	0.14%	54
2025 Q4	$315K	Buy	9,664 +104	+1%	+$3.38K	0.15%	43
2025 Q3	$305K	Hold	9,560	–	–	0.15%	47
2025 Q2	$279K	Hold	9,560	–	–	0.15%	47
2025 Q1	$239K	Hold	9,560	–	–	0.14%	47
2024 Q4	$266K	Hold	9,560	–	–	0.15%	39
2024 Q3	$249K	Sell	9,560 -600	-6%	-$15.1K	0.14%	40
2024 Q2	$256K	Hold	10,160	–	–	0.16%	38
2024 Q1	$236K	Hold	10,160	–	–	0.14%	40
2023 Q4	$211K	Buy	+10,160	New	+$197K	0.14%	44
2022 Q1	–	Sell	-10,160	Closed	-$208K	–	50
2021 Q4	$208K	Buy	+10,160	New	+$203K	0.09%	42

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

Riverstone Advisors's SCHG Position: Q2 2026 in Review

Riverstone Advisors held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 9,664 shares worth $327K. The position accounts for 0.14% of the portfolio, ranked #59.

Riverstone Advisors first reported a position in SCHG in Q4 2021 and has held it in 12 quarters since. 1,672 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Riverstone Advisors held 9,664 shares of Schwab US Large-Cap Growth ETF worth $327K as of Q2 2026.
Riverstone Advisors left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.14% of Riverstone Advisors's portfolio in Q2 2026, its #59 holding.
Riverstone Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and has held it in 12 quarters since.
1,672 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Riverstone Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.