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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

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Broad Market ETF 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 U S Broad Market ETF by Freestone Capital Holdings

Quarter filed Position value Share count Share price at filing
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