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 Q2	$1.07M	Buy	29,631 +20,820	+236%	+$743K	0.03%	247
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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Freestone Capital Holdings increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 236% in Q2 2026, buying an estimated $743K and bringing the position to 29,631 shares worth $1.07M. The position accounts for 0.03% of the portfolio, ranked #247.

Freestone Capital Holdings first reported a position in SCHE in Q3 2020 and has held it in 15 quarters since. The position peaked at $1.13M in Q2 2022. 896 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Freestone Capital Holdings held 29,631 shares of Schwab Emerging Markets Equity ETF worth $1.07M as of Q2 2026.
Freestone Capital Holdings bought 20,820 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $743K.
Schwab Emerging Markets Equity ETF made up 0.03% of Freestone Capital Holdings's portfolio in Q2 2026, its #247 holding.
Freestone Capital Holdings first reported a position in Schwab Emerging Markets Equity ETF in Q3 2020 and has held it in 15 quarters since.
Freestone Capital Holdings's Schwab Emerging Markets Equity ETF position peaked at $1.13M in Q2 2022.
896 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

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