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Financial Freedom LLC’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Financial Freedom LLC’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
2025
Q2 		– Sell
-2,969
Closed -$74.3K – 364
2025
Q1 		$74.3K Buy
+2,969
New +$81.3K 0.04% 150
2024
Q3 		– Sell
-2,692
Closed -$67.9K – 367
2024
Q2 		$67.9K Hold
2,692
– – 0.04% 148
2024
Q1 		$62.4K Hold
2,692
– – 0.04% 153
2023
Q4 		$55.8K Hold
2,692
– – 0.04% 150
2023
Q3 		$48.9K Buy
+2,692
New +$50.7K 0.03% 153

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Financial Engines Advisors
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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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Financial Freedom LLC's SCHG Position: Q2 2025 in Review

Financial Freedom LLC sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2025, closing a stake of 2,969 shares — an estimated $74.3K sold.

Financial Freedom LLC first reported a position in SCHG in Q3 2023 and held it in 5 quarters. The position peaked at $74.3K in Q1 2025. 1,461 funds tracked by Wall St. Rank hold SCHG as of Q2 2025.

  • Financial Freedom LLC reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Freedom LLC sold 2,969 Schwab US Large-Cap Growth ETF shares in Q2 2025, an estimated $74.3K.
  • Financial Freedom LLC first reported a position in Schwab US Large-Cap Growth ETF in Q3 2023 and held it in 5 quarters.
  • Financial Freedom LLC's Schwab US Large-Cap Growth ETF position peaked at $74.3K in Q1 2025.
  • 1,461 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2025.

Based on Financial Freedom LLC's 13F filing for Q2 2025, filed 13 Aug 2025.