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Disclosery

Freestone Capital Holdings, LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Freestone Capital Holdings, LLC on SCHD, newest first. How the timeline and the estimate are built.

Freestone Capital Holdings, LLC held 278,061 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 278,061 shares
    Change vs previous 13F +183,606 shares

    0.23% of the 13F portfolio, value $8,817,338.

    13F-HR 0001172661-26-002975 filed by Freestone Capital Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 94,455 shares
    Change vs previous 13F +51,663 shares

    0.09% of the 13F portfolio, value $2,897,889.

    13F-HR 0001172661-26-001772 filed by Freestone Capital Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 42,792 shares
    Change vs previous 13F +16,486 shares

    0.03% of the 13F portfolio, value $1,173,780.

    13F-HR 0001172661-26-000297 filed by Freestone Capital Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 26,306 shares
    Change vs previous 13F +1,237 shares

    0.02% of the 13F portfolio, value $718,148.

    13F-HR 0001172661-25-004725 filed by Freestone Capital Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 25,069 shares
    Change vs previous 13F -2,745 shares

    0.02% of the 13F portfolio, value $664,315.

    13F-HR 0001172661-25-002886 filed by Freestone Capital Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 27,814 shares
    Change vs previous 13F -21,621 shares

    0.03% of the 13F portfolio, value $777,669.

    13F-HR 0001172661-25-001788 filed by Freestone Capital Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 49,435 shares
    Change vs previous 13F +32,295 shares

    0.05% of the 13F portfolio, value $1,350,586.

    13F-HR 0001172661-25-000557 filed by Freestone Capital Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 17,140 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,448,908.

    13F-HR 0001172661-24-004850 filed by Freestone Capital Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).