Freestone Capital Holdings’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$278K Hold
2025
Q1
$267K Sell
2024
Q4
$265K Buy
2024
Q3
$269K Buy
2019
Q4
Sell
2019
Q3
$219 Buy