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Freedman Financial Associates’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Freedman Financial Associates’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
2022
Q2 		– Sell
-1,600
Closed -$31K – 340
2022
Q1 		$31K Hold
1,600
– – 0.02% 256
2021
Q4 		$33K Hold
1,600
– – 0.02% 251
2021
Q3 		$30K Hold
1,600
– – 0.02% 255
2021
Q2 		$29K Hold
1,600
– – 0.02% 255
2021
Q1 		$26K Hold
1,600
– – 0.02% 267
2020
Q4 		$26K Buy
+1,600
New +$24.3K 0.02% 263

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APP
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
FPCG
Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Freedman Financial Associates's SCHG Position: Q2 2022 in Review

Freedman Financial Associates sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2022, closing a stake of 1,600 shares — an estimated $31K sold.

Freedman Financial Associates first reported a position in SCHG in Q4 2020 and held it in 6 quarters. The position peaked at $33K in Q4 2021. 791 funds tracked by Wall St. Rank hold SCHG as of Q2 2022.

  • Freedman Financial Associates reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 1,600 Schwab US Large-Cap Growth ETF shares in Q2 2022, an estimated $31K.
  • Freedman Financial Associates first reported a position in Schwab US Large-Cap Growth ETF in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's Schwab US Large-Cap Growth ETF position peaked at $33K in Q4 2021.
  • 791 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.