Freestone Capital Holdings’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Freestone Capital Holdings’s Portfolio SCHM Stock Details SCHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$282K	Buy	+7,638	New	+$263K	0.01%	503

Other funds holding SCHM

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LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

9FG

93 Financial Group Woburn, Massachusetts $253M AUM

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

Freestone Capital Holdings opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q2 2026: 7,638 shares worth $282K. The stake represents 0.01% of the portfolio and ranks #503 among its holdings.

749 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Freestone Capital Holdings held 7,638 shares of Schwab US Mid-Cap ETF worth $282K as of Q2 2026.
Schwab US Mid-Cap ETF was a new Freestone Capital Holdings position in Q2 2026.
Schwab US Mid-Cap ETF made up 0.01% of Freestone Capital Holdings's portfolio in Q2 2026, its #503 holding.
749 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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