Freestone Capital Holdings’s Schwab US TIPS ETF SCHP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$782K	Buy	+29,512	New	+$787K	0.02%	300
2022 Q1	–	Sell	-16,004	Closed	-$503K	–	604
2021 Q4	$503K	Sell	16,004 -1,408	-8%	-$44.3K	0.02%	315
2021 Q3	$545K	Buy	17,412 +6,376	+58%	+$201K	0.03%	267
2021 Q2	$345K	Sell	11,036 -1,800	-14%	-$55.8K	0.02%	318
2021 Q1	$392K	Buy	12,836 +5,696	+80%	+$175K	0.02%	294
2020 Q4	$222K	Buy	7,140 +3,446	+93%	+$106K	0.01%	334
2020 Q3	$114K	Buy	+3,694	New	+$113K	0.01%	388

Other funds holding SCHP

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

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

Freestone Capital Holdings opened a new position in Schwab US TIPS ETF (SCHP) in Q2 2026: 29,512 shares worth $782K. The stake represents 0.02% of the portfolio and ranks #300 among its holdings. This is a return to the name: Freestone Capital Holdings previously reported a position in SCHP as recently as Q4 2021.

Freestone Capital Holdings first reported a position in SCHP in Q3 2020 and has held it in 7 quarters since. 786 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

Freestone Capital Holdings held 29,512 shares of Schwab US TIPS ETF worth $782K as of Q2 2026.
Schwab US TIPS ETF was a new Freestone Capital Holdings position in Q2 2026.
Schwab US TIPS ETF made up 0.02% of Freestone Capital Holdings's portfolio in Q2 2026, its #300 holding.
Freestone Capital Holdings first reported a position in Schwab US TIPS ETF in Q3 2020 and has held it in 7 quarters since.
786 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

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