FCH
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Freestone Capital Holdings’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Freestone Capital Holdings’s Portfolio SCHE Stock Details SCHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$290K Sell
8,811
-495
-5% -$16.9K 0.01% 449
2025
Q4 		$305K Hold
9,306
– – 0.01% 420
2025
Q3 		$311K Buy
9,306
+11
+0.1% +$347 0.01% 422
2025
Q2 		$280K Buy
9,295
+90
+1% +$2.55K 0.01% 373
2025
Q1 		$254K Sell
9,205
-1,160
-11% -$31.8K 0.01% 381
2024
Q4 		$276K Sell
10,365
-456
-4% -$12.9K 0.01% 359
2024
Q3 		$316K Sell
10,821
-713
-6% -$19.3K 0.01% 350
2024
Q2 		$306K Sell
11,534
-1,641
-12% -$42.8K 0.01% 383
2024
Q1 		$333K Buy
+13,175
New +$324K 0.01% 354
2023
Q1 		– Sell
-24,441
Closed -$579K – 403
2022
Q4 		$579K Sell
24,441
-9,559
-28% -$223K 0.03% 236
2022
Q3 		$762K Sell
34,000
-10,426
-23% -$258K 0.03% 218
2022
Q2 		$1.13M Buy
+44,426
New +$1.16M 0.04% 200
2021
Q1 		– Sell
-1,477
Closed -$45.3K – 983
2020
Q4 		$45.3K Buy
1,477
+1,459
+8,106% +$42.3K ﹤0.01% 589
2020
Q3 		$482 Buy
+18
New +$481 ﹤0.01% 1170

Other funds holding SCHE

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Freestone Capital Holdings's SCHE Position: Q1 2026 in Review

Freestone Capital Holdings reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 5.3% in Q1 2026, selling an estimated $16.9K and leaving 8,811 shares worth $290K. The position accounts for 0.01% of the portfolio, ranked #449.

Freestone Capital Holdings first reported a position in SCHE in Q3 2020 and has held it in 14 quarters since. The position peaked at $1.13M in Q2 2022. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Freestone Capital Holdings held 8,811 shares of Schwab Emerging Markets Equity ETF worth $290K as of Q1 2026.
  • Freestone Capital Holdings sold 495 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $16.9K.
  • Schwab Emerging Markets Equity ETF made up 0.01% of Freestone Capital Holdings's portfolio in Q1 2026, its #449 holding.
  • Freestone Capital Holdings first reported a position in Schwab Emerging Markets Equity ETF in Q3 2020 and has held it in 14 quarters since.
  • Freestone Capital Holdings's Schwab Emerging Markets Equity ETF position peaked at $1.13M in Q2 2022.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

Based on Freestone Capital Holdings's 13F filing for Q1 2026, filed 13 May 2026.