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

Freestone Capital Holdings’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 		$480K Sell
16,486
-938
-5% -$29.2K 0.01% 345
2025
Q4 		$568K Buy
17,424
+1,499
+9% +$48.8K 0.02% 316
2025
Q3 		$508K Buy
15,925
+1,202
+8% +$36.6K 0.02% 344
2025
Q2 		$430K Buy
14,723
+3,720
+34% +$98.4K 0.01% 318
2025
Q1 		$276K Buy
11,003
+712
+7% +$19.5K 0.01% 364
2024
Q4 		$287K Buy
10,291
+1,831
+22% +$50.1K 0.01% 354
2024
Q3 		$220K Sell
8,460
-8,036
-49% -$202K 0.01% 399
2024
Q2 		$416K Buy
16,496
+4
+0% +$94 0.01% 327
2024
Q1 		$382K Buy
+16,492
New +$365K 0.01% 336
2020
Q3 		– Sell
-31,552
Closed -$401 – 1209
2020
Q2 		$401 Buy
31,552
+1,216
+4% +$14.2K ﹤0.01% 248
2020
Q1 		$302 Buy
+30,336
New +$346K 0.01% 308
2019
Q4 		– Sell
-24,464
Closed -$257 – 397
2019
Q3 		$257 Buy
+24,464
New +$258K 0.01% 345

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
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

Freestone Capital Holdings's SCHG Position: Q1 2026 in Review

Freestone Capital Holdings reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 5.4% in Q1 2026, selling an estimated $29.2K and leaving 16,486 shares worth $480K. The position accounts for 0.01% of the portfolio, ranked #345.

Freestone Capital Holdings first reported a position in SCHG in Q3 2019 and has held it in 12 quarters since. The position peaked at $568K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Freestone Capital Holdings held 16,486 shares of Schwab US Large-Cap Growth ETF worth $480K as of Q1 2026.
  • Freestone Capital Holdings sold 938 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $29.2K.
  • Schwab US Large-Cap Growth ETF made up 0.01% of Freestone Capital Holdings's portfolio in Q1 2026, its #345 holding.
  • Freestone Capital Holdings first reported a position in Schwab US Large-Cap Growth ETF in Q3 2019 and has held it in 12 quarters since.
  • Freestone Capital Holdings's Schwab US Large-Cap Growth ETF position peaked at $568K in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Freestone Capital Holdings's 13F filing for Q1 2026, filed 13 May 2026.