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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
Q2 		$1.66M Buy
57,185
+24,793
+77% +$694K 0.04% 214
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 0.02% 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

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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Freestone Capital Holdings's SCHB Position: Q2 2026 in Review

Freestone Capital Holdings increased its Schwab US Broad Market ETF (SCHB) stake by 77% in Q2 2026, buying an estimated $694K and bringing the position to 57,185 shares worth $1.66M. The position accounts for 0.04% of the portfolio, ranked #214.

Freestone Capital Holdings first reported a position in SCHB in Q3 2020 and has held it in 17 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Freestone Capital Holdings held 57,185 shares of Schwab US Broad Market ETF worth $1.66M as of Q2 2026.
  • Freestone Capital Holdings bought 24,793 Schwab US Broad Market ETF shares in Q2 2026, an estimated $694K.
  • Schwab US Broad Market ETF made up 0.04% of Freestone Capital Holdings's portfolio in Q2 2026, its #214 holding.
  • Freestone Capital Holdings first reported a position in Schwab US Broad Market ETF in Q3 2020 and has held it in 17 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.