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Freestone Capital Holdings’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Freestone Capital Holdings’s Portfolio SCHC Stock Details SCHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,016
Closed -$38.2K – 981
2020
Q4 		$38.2K Buy
1,016
+840
+477% +$29.3K ﹤0.01% 621
2020
Q3 		$5.71K Buy
+176
New +$5.62K ﹤0.01% 850

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SC
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TF
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Wealth Enhancement Advisory Services
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CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
CAI
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Freestone Capital Holdings's SCHC Position: Q1 2021 in Review

Freestone Capital Holdings sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q1 2021, closing a stake of 1,016 shares — an estimated $38.2K sold.

Freestone Capital Holdings first reported a position in SCHC in Q3 2020 and held it in 2 quarters. The position peaked at $38.2K in Q4 2020. 304 funds tracked by Wall St. Rank hold SCHC as of Q1 2021.

  • Freestone Capital Holdings reported no remaining Schwab International Small-Cap Equity ETF position as of Q1 2021 after selling out during the quarter.
  • Freestone Capital Holdings sold 1,016 Schwab International Small-Cap Equity ETF shares in Q1 2021, an estimated $38.2K.
  • Freestone Capital Holdings first reported a position in Schwab International Small-Cap Equity ETF in Q3 2020 and held it in 2 quarters.
  • Freestone Capital Holdings's Schwab International Small-Cap Equity ETF position peaked at $38.2K in Q4 2020.
  • 304 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2021.

Based on Freestone Capital Holdings's 13F filing for Q1 2021, filed 17 May 2021.