Freestone Capital Holdings’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $278K | Hold |
10,050
| – | – | 0.01% | 371 |
|
|
2025
Q1 | $267K | Sell |
10,050
-108
| -1% | -$2.87K | 0.01% | 366 |
|
|
2024
Q4 | $265K | Buy |
10,158
+108
| +1% | +$2.82K | 0.01% | 361 |
|
|
2024
Q3 | $269K | Buy |
+10,050
| New | +$269K | 0.01% | 364 |
|
|
2019
Q4 | – | Sell |
-11,580
| Closed | -$219 | – | 397 |
|
|
2019
Q3 | $219 | Buy |
+11,580
| New | +$219 | 0.01% | 355 |
|