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

Freestone Capital Holdings’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.92M Buy
74,984
+5,296
+8% +$142K 0.06% 188
2025
Q4 		$1.88M Sell
69,688
-330
-0.5% -$8.81K 0.06% 181
2025
Q3 		$1.84M Buy
70,018
+53
+0.1% +$1.35K 0.06% 188
2025
Q2 		$1.71M Sell
69,965
-14,881
-18% -$336K 0.06% 177
2025
Q1 		$1.87M Sell
84,846
-13,709
-14% -$319K 0.07% 163
2024
Q4 		$2.28M Sell
98,555
-30,415
-24% -$709K 0.08% 152
2024
Q3 		$2.92M Buy
128,970
+9,177
+8% +$200K 0.1% 142
2024
Q2 		$2.57M Buy
119,793
+1,512
+1% +$31.2K 0.09% 145
2024
Q1 		$2.45M Buy
118,281
+5,421
+5% +$107K 0.09% 155
2023
Q4 		$2.12M Buy
112,860
+1,605
+1% +$28.2K 0.1% 154
2023
Q3 		$1.88M Buy
111,255
+10,347
+10% +$182K 0.1% 146
2023
Q2 		$1.76M Buy
100,908
+41,364
+69% +$683K 0.07% 152
2023
Q1 		$960K Buy
59,544
+624
+1% +$9.82K 0.04% 197
2022
Q4 		$887K Sell
58,920
-13,239
-18% -$200K 0.04% 206
2022
Q3 		$1.02M Buy
72,159
+7,434
+11% +$117K 0.05% 193
2022
Q2 		$964K Sell
64,725
-4,566
-7% -$74K 0.04% 211
2022
Q1 		$1.24M Buy
69,291
+8,619
+14% +$153K 0.05% 229
2021
Q4 		$1.15M Sell
60,672
-2,070
-3% -$38.2K 0.05% 218
2021
Q3 		$1.09M Buy
62,742
+18,846
+43% +$336K 0.05% 211
2021
Q2 		$761K Buy
+43,896
New +$741K 0.04% 239
2021
Q1 		– Sell
-7,320
Closed -$111K – 988
2020
Q4 		$111K Buy
7,320
+7,272
+15,150% +$104K 0.01% 419
2020
Q3 		$645 Buy
+48
New +$638 ﹤0.01% 1150

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Freestone Capital Holdings's SCHX Position: Q1 2026 in Review

Freestone Capital Holdings increased its Schwab US Large- Cap ETF (SCHX) stake by 7.6% in Q1 2026, buying an estimated $142K and bringing the position to 74,984 shares worth $1.92M. The position accounts for 0.06% of the portfolio, ranked #188.

Freestone Capital Holdings first reported a position in SCHX in Q3 2020 and has held it in 22 quarters since. The position peaked at $2.92M in Q3 2024. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Freestone Capital Holdings held 74,984 shares of Schwab US Large- Cap ETF worth $1.92M as of Q1 2026.
  • Freestone Capital Holdings bought 5,296 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $142K.
  • Schwab US Large- Cap ETF made up 0.06% of Freestone Capital Holdings's portfolio in Q1 2026, its #188 holding.
  • Freestone Capital Holdings first reported a position in Schwab US Large- Cap ETF in Q3 2020 and has held it in 22 quarters since.
  • Freestone Capital Holdings's Schwab US Large- Cap ETF position peaked at $2.92M in Q3 2024.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Freestone Capital Holdings's 13F filing for Q1 2026, filed 13 May 2026.