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 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

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 $11.5B AUM 18.82% 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

Freedom Investment Management's SCHG Position: Q1 2026 in Review

Freedom Investment Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 20% in Q1 2026, selling an estimated $178K and leaving 22,429 shares worth $653K. The position accounts for 0.19% of the portfolio, ranked #48.

Freedom Investment Management first reported a position in SCHG in Q3 2022 and has held it in 10 quarters since. The position peaked at $6.64M in Q2 2025. 1,616 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Freedom Investment Management held 22,429 shares of Schwab US Large-Cap Growth ETF worth $653K as of Q1 2026.
Freedom Investment Management sold 5,724 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $178K.
Schwab US Large-Cap Growth ETF made up 0.19% of Freedom Investment Management's portfolio in Q1 2026, its #48 holding.
Freedom Investment Management first reported a position in Schwab US Large-Cap Growth ETF in Q3 2022 and has held it in 10 quarters since.
Freedom Investment Management's Schwab US Large-Cap Growth ETF position peaked at $6.64M in Q2 2025.
1,616 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Freedom Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.