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 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Riverstone Advisors's SCHG Position: Q1 2026 in Review

Riverstone Advisors held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q1 2026 at 9,664 shares worth $282K. The position accounts for 0.14% of the portfolio, ranked #54.

Riverstone Advisors first reported a position in SCHG in Q4 2021 and has held it in 11 quarters since. The position peaked at $315K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Riverstone Advisors held 9,664 shares of Schwab US Large-Cap Growth ETF worth $282K as of Q1 2026.
Riverstone Advisors left its Schwab US Large-Cap Growth ETF share count unchanged in Q1 2026.
Schwab US Large-Cap Growth ETF made up 0.14% of Riverstone Advisors's portfolio in Q1 2026, its #54 holding.
Riverstone Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and has held it in 11 quarters since.
Riverstone Advisors's Schwab US Large-Cap Growth ETF position peaked at $315K in Q4 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Riverstone Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.