Freestone Capital Holdings »

Schwab Strategic Tr sht tm us tres shares owned by Freestone Capital Holdings

Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Freestone Capital Holdings from 13F filings

Historical chart of Freestone Capital Holdings investment in Schwab Strategic Tr sht tm us tres

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr sht tm us tres held by Freestone Capital Holdings consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr sht tm us tres by Freestone Capital Holdings

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.5M 30k 47.89
2023-06-30 $1.2M 24k 48.06
2023-03-31 $1.3M 26k 48.79
2022-12-31 $1.6M 34k 48.24
2022-06-30 $359k 7.3k 49.20

More positions owned by Freestone Capital Holdings

Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Apple (AAPL)
Nike CL B (NKE)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
NVIDIA Corporation Put Option (NVDA)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Costco Wholesale Corporation (COST)

View all positions for Freestone Capital Holdings

Top funds holding Schwab Strategic Tr sht tm us tres

Bank of America Corporation
Jpmorgan Chase & Co
Charles Schwab Investment Management
Stifel Financial
Wealthfront Advisers
Bsc Private Wealth Management
SCS Capital Management
Pnc Financial Services
Mercer Global Advisors
Greenline Partners
MCF Advisors
Bangor Savings Bank
Fund Evaluation Group
FLC Capital Advisors
Massmutual Trust

View all funds holding Schwab Strategic Tr sht tm us tres