FCH
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Freestone Capital Holdings’s Schwab 1000 Index ETF SCHK Stock Holding History

Freestone Capital Holdings’s Portfolio SCHK Stock Details SCHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-204
Closed -$3.81K – 985
2020
Q4 		$3.81K Hold
204
– – ﹤0.01% 1046
2020
Q3 		$3.35K Buy
+204
New +$3.33K ﹤0.01% 953

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WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
PA
Parkside Advisors Berkeley, California $455M AUM 11.43% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
C
Clearshares New York $133M AUM 10.79% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
MWM
Madison Wealth Management Cincinnati, Ohio $476M AUM 18.78% 1-Year Est. Return
CBFP
Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return

Freestone Capital Holdings's SCHK Position: Q1 2021 in Review

Freestone Capital Holdings sold out of Schwab 1000 Index ETF (SCHK) in Q1 2021, closing a stake of 204 shares — an estimated $3.81K sold.

Freestone Capital Holdings first reported a position in SCHK in Q3 2020 and held it in 2 quarters. The position peaked at $3.81K in Q4 2020. 87 funds tracked by Wall St. Rank hold SCHK as of Q1 2021.

  • Freestone Capital Holdings reported no remaining Schwab 1000 Index ETF position as of Q1 2021 after selling out during the quarter.
  • Freestone Capital Holdings sold 204 Schwab 1000 Index ETF shares in Q1 2021, an estimated $3.81K.
  • Freestone Capital Holdings first reported a position in Schwab 1000 Index ETF in Q3 2020 and held it in 2 quarters.
  • Freestone Capital Holdings's Schwab 1000 Index ETF position peaked at $3.81K in Q4 2020.
  • 87 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2021.

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