Freestone Capital Holdings’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$430K Buy
2025
Q1
$276K Buy
2024
Q4
$287K Buy
2024
Q3
$220K Sell
2024
Q2
$416K Buy
2024
Q1
$382K Buy
2020
Q3
Sell
2020
Q2
$401 Buy
2020
Q1
$302 Buy
2019
Q4
Sell
2019
Q3
$257 Buy