Freedom Investment Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Freedom Investment Management’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	$817K	Buy	24,138 +1,709	+8%	+$56.6K	0.23%	42
2026 Q1	$653K	Sell	22,429 -5,724	-20%	-$178K	0.19%	48
2025 Q4	$918K	Sell	28,153 -509	-2%	-$16.6K	0.27%	35
2025 Q3	$915K	Sell	28,662 -198,757	-87%	-$6.06M	0.24%	47
2025 Q2	$6.64M	Buy	227,419 +51,146	+29%	+$1.35M	0.53%	40
2025 Q1	$4.41M	Buy	176,273 +26,300	+18%	+$720K	0.37%	52
2024 Q4	$4.18M	Buy	+149,973	New	+$4.1M	0.35%	54
2024 Q3	–	Sell	-117,536	Closed	-$2.96M	–	817
2024 Q2	$2.96M	Buy	117,536 +232	+0.2%	+$5.47K	0.24%	69
2024 Q1	$2.72M	Buy	117,304 +83,924	+251%	+$1.86M	0.22%	81
2023 Q4	$692K	Buy	+33,380	New	+$646K	0.06%	360
2022 Q4	–	Sell	-30,824	Closed	-$430K	–	778
2022 Q3	$430K	Buy	+30,824	New	+$483K	0.05%	468

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

Freedom Investment Management's SCHG Position: Q2 2026 in Review

Freedom Investment Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 7.6% in Q2 2026, buying an estimated $56.6K and bringing the position to 24,138 shares worth $817K. The position accounts for 0.23% of the portfolio, ranked #42.

Freedom Investment Management first reported a position in SCHG in Q3 2022 and has held it in 11 quarters since. The position peaked at $6.64M in Q2 2025. 1,673 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Freedom Investment Management held 24,138 shares of Schwab US Large-Cap Growth ETF worth $817K as of Q2 2026.
Freedom Investment Management bought 1,709 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $56.6K.
Schwab US Large-Cap Growth ETF made up 0.23% of Freedom Investment Management's portfolio in Q2 2026, its #42 holding.
Freedom Investment Management first reported a position in Schwab US Large-Cap Growth ETF in Q3 2022 and has held it in 11 quarters since.
Freedom Investment Management's Schwab US Large-Cap Growth ETF position peaked at $6.64M in Q2 2025.
1,673 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Freedom Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.