Freestone Capital Holdings’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $795K | Sell |
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|
2025
Q2 | $771K | Buy |
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|
2025
Q1 | $659K | Sell |
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|
2024
Q4 | $880K | Sell |
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|
2024
Q3 | $860K | Sell |
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|
2024
Q2 | $926K | Sell |
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|
2024
Q1 | $916K | Buy |
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|
2023
Q4 | $298K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $401K | Buy |
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|
2021
Q4 | $286K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $211K | Sell |
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|
2021
Q1 | $258K | Buy |
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|
2020
Q4 | $4.73K | Hold |
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|
2020
Q3 | $4.14K | Buy |
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