Freestone Capital Holdings’s Schwab US Broad Market ETF SCHB Stock Holding History

Freestone Capital Holdings’s Portfolio SCHB Stock Details SCHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$813K	Buy	32,392 +245	+0.8%	+$6.43K	0.02%	267
2025 Q4	$843K	Buy	32,147 +1,236	+4%	+$32.2K	0.03%	266
2025 Q3	$795K	Sell	30,911 -1,437	-4%	-$35.6K	0.02%	270
2025 Q2	$771K	Buy	32,348 +1,734	+6%	+$38.2K	0.03%	246
2025 Q1	$659K	Sell	30,614 -8,141	-21%	-$185K	0.02%	260
2024 Q4	$880K	Sell	38,755 -14	-0%	-$320	0.03%	221
2024 Q3	$860K	Sell	38,769 -5,439	-12%	-$116K	0.03%	235
2024 Q2	$926K	Sell	44,208 -798	-2%	-$16.2K	0.03%	221
2024 Q1	$916K	Buy	45,006 +28,959	+180%	+$560K	0.03%	225
2023 Q4	$298K	Buy	+16,047	New	+$277K	0.01%	327
2022 Q2	–	Sell	-22,545	Closed	-$401K	–	556
2022 Q1	$401K	Buy	22,545 +7,371	+49%	+$129K	0.02%	406
2021 Q4	$286K	Buy	+15,174	New	+$279K	0.01%	413
2021 Q3	–	Sell	-12,162	Closed	-$211K	–	437
2021 Q2	$211K	Sell	12,162 -3,840	-24%	-$65K	0.01%	390
2021 Q1	$258K	Buy	16,002 +15,690	+5,029%	+$247K	0.01%	349
2020 Q4	$4.73K	Hold	312	–	–	﹤0.01%	1013
2020 Q3	$4.14K	Buy	+312	New	+$4.1K	﹤0.01%	915

Other funds holding SCHB

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Rebalance Palo Alto, California $1.72B AUM 13.51% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return