FCH
SCHD icon

Freestone Capital Holdings’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Freestone Capital Holdings’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.82M Buy
278,061
+183,606
+194% +$5.82M 0.23% 66
2026
Q1 		$2.9M Buy
94,455
+51,663
+121% +$1.57M 0.09% 146
2025
Q4 		$1.17M Buy
42,792
+16,486
+63% +$448K 0.03% 226
2025
Q3 		$718K Buy
26,306
+1,237
+5% +$33.7K 0.02% 282
2025
Q2 		$664K Sell
25,069
-2,745
-10% -$71.7K 0.02% 259
2025
Q1 		$778K Sell
27,814
-21,621
-44% -$603K 0.03% 235
2024
Q4 		$1.35M Sell
49,435
-1,985
-4% -$56.4K 0.05% 193
2024
Q3 		$1.45M Buy
51,420
+34,104
+197% +$929K 0.05% 185
2024
Q2 		$449K Sell
17,316
-21,456
-55% -$559K 0.02% 315
2024
Q1 		$1.04M Sell
38,772
-30,009
-44% -$775K 0.04% 206
2023
Q4 		$1.75M Buy
+68,781
New +$1.64M 0.08% 166
2022
Q2 		– Sell
-20,091
Closed -$528K – 557
2022
Q1 		$528K Buy
20,091
+9,273
+86% +$243K 0.02% 338
2021
Q4 		$292K Buy
10,818
+138
+1% +$3.58K 0.01% 410
2021
Q3 		$264K Buy
10,680
+1,425
+15% +$36.2K 0.01% 368
2021
Q2 		$233K Buy
+9,255
New +$234K 0.01% 378
2021
Q1 		– Sell
-45
Closed -$977 – 982
2020
Q4 		$977 Buy
45
+27
+150% +$547 ﹤0.01% 1221
2020
Q3 		$337 Buy
+18
New +$331 ﹤0.01% 1191
2017
Q3 		– Sell
-21,441
Closed -$322K – 359
2017
Q2 		$322K Buy
+21,441
New +$322K 0.03% 287

Other funds holding SCHD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Freestone Capital Holdings increased its Schwab US Dividend Equity ETF (SCHD) stake by 194% in Q2 2026, buying an estimated $5.82M and bringing the position to 278,061 shares worth $8.82M. The position accounts for 0.23% of the portfolio, ranked #66.

Freestone Capital Holdings first reported a position in SCHD in Q2 2017 and has held it in 18 quarters since. 1,503 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Freestone Capital Holdings held 278,061 shares of Schwab US Dividend Equity ETF worth $8.82M as of Q2 2026.
  • Freestone Capital Holdings bought 183,606 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $5.82M.
  • Schwab US Dividend Equity ETF made up 0.23% of Freestone Capital Holdings's portfolio in Q2 2026, its #66 holding.
  • Freestone Capital Holdings first reported a position in Schwab US Dividend Equity ETF in Q2 2017 and has held it in 18 quarters since.
  • 1,503 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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