FGP
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Freestone Grove Partners’s Charles Schwab SCHW Stock Holding History

Freestone Grove Partners’s Portfolio SCHW Stock Details SCHW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$101M Sell
1,112,366
-444,043
-29% -$40.5M 0.77% 14
2025
Q1 		$122M Buy
1,556,409
+1,217,123
+359% +$95.3M 1.26% 3
2024
Q4 		$25.1M Buy
+339,286
New +$25.1M 0.31% 112