Freestone Capital Holdings
SCHZ icon

Freestone Capital Holdings’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Freestone Capital Holdings’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.65M Buy
210,407
+3,570
+2% +$81.1K 0.12% 111
2026
Q2 		$4.78M Sell
206,837
-5,950
-3% -$138K 0.12% 110
2026
Q1 		$4.94M Sell
212,787
-6,628
-3% -$155K 0.15% 100
2025
Q4 		$5.13M Sell
219,415
-14,818
-6% -$348K 0.15% 97
2025
Q3 		$5.5M Sell
234,233
-13,919
-6% -$323K 0.17% 91
2025
Q2 		$5.77M Sell
248,152
-18,015
-7% -$413K 0.19% 89
2025
Q1 		$6.16M Sell
266,167
-18,140
-6% -$416K 0.23% 78
2024
Q4 		$6.45M Sell
284,307
-27,719
-9% -$640K 0.22% 72
2024
Q3 		$7.41M Sell
312,026
-18,788
-6% -$440K 0.25% 66
2024
Q2 		$7.54M Sell
330,814
-48,144
-13% -$1.09M 0.27% 64
2024
Q1 		$8.72M Sell
378,958
-33,050
-8% -$760K 0.32% 58
2023
Q4 		$9.6M Sell
412,008
-27,148
-6% -$607K 0.43% 47
2023
Q3 		$9.7M Sell
439,156
-18,696
-4% -$424K 0.51% 44
2023
Q2 		$10.6M Sell
457,852
-15,584
-3% -$363K 0.43% 46
2023
Q1 		$11.1M Sell
473,436
-22,110
-4% -$514K 0.49% 31
2022
Q4 		$11.3M Buy
495,546
+434,816
+716% +$9.9M 0.52% 32
2022
Q3 		$1.38M Sell
60,730
-16,900
-22% -$402K 0.06% 177
2022
Q2 		$1.86M Buy
+77,630
New +$1.88M 0.07% 170

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Avantax Planning Partners
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HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Kohmann Bosshard Financial Services
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.19B AUM 9.66% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Rational Advisors
Rational Advisors Huntington, New York $1.08B AUM 5.43% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Pioneer Wealth Management Group
Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Horst & Graben Wealth Management
Horst & Graben Wealth Management Portland, Oregon $767M AUM 13.45% 1-Year Est. Return

Freestone Capital Holdings's SCHZ Position: Q3 2026 in Review

Freestone Capital Holdings increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 1.7% in Q3 2026, buying an estimated $81.1K and bringing the position to 210,407 shares worth $4.65M. The position accounts for 0.12% of the portfolio, ranked #111.

Freestone Capital Holdings first reported a position in SCHZ in Q2 2022 and has held it in 18 quarters since. The position peaked at $11.3M in Q4 2022. 466 funds tracked by Wall St. Rank hold SCHZ as of Q3 2026.

  • Freestone Capital Holdings held 210,407 shares of Schwab US Aggregate Bond ETF worth $4.65M as of Q3 2026.
  • Freestone Capital Holdings bought 3,570 Schwab US Aggregate Bond ETF shares in Q3 2026, an estimated $81.1K.
  • Schwab US Aggregate Bond ETF made up 0.12% of Freestone Capital Holdings's portfolio in Q3 2026, its #111 holding.
  • Freestone Capital Holdings first reported a position in Schwab US Aggregate Bond ETF in Q2 2022 and has held it in 18 quarters since.
  • Freestone Capital Holdings's Schwab US Aggregate Bond ETF position peaked at $11.3M in Q4 2022.
  • 466 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2026.

Based on Freestone Capital Holdings's 13F filing for Q3 2026, filed 9 Nov 2026.