Schwab U S Broad Market ETF shares owned by Freestone Capital Holdings
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Freestone Capital Holdings
from 13F filings
Historical chart of Freestone Capital Holdings investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Freestone Capital Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $795k | 31k | 25.71 |
| 2025-06-30 | $771k | 32k | 23.83 |
| 2025-03-31 | $659k | 31k | 21.53 |
| 2024-12-31 | $880k | 39k | 22.70 |
| 2024-06-30 | $927k | 15k | 62.87 |
| 2024-03-31 | $916k | 15k | 61.05 |
| 2023-12-31 | $298k | 5.3k | 55.68 |
| 2022-03-31 | $401k | 7.5k | 53.36 |
| 2021-12-31 | $286k | 2.5k | 113.09 |
| 2021-06-30 | $211k | 2.0k | 104.09 |
| 2021-03-31 | $258k | 2.7k | 96.74 |
| 2020-12-31 | $4.7k | 52 | 90.98 |
| 2020-09-30 | $4.1k | 52 | 79.63 |
More positions owned by Freestone Capital Holdings
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