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Disclosery

Freestone Capital Holdings, LLC: SCHO position timeline

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

Freestone Capital Holdings, LLC held 42,294 SCHO 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 42,294 shares
    Change vs previous 13F +795 shares

    0.03% of the 13F portfolio, value $1,020,977.

    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 41,499 shares
    Change vs previous 13F -12,455 shares

    0.03% of the 13F portfolio, value $1,007,181.

    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 53,954 shares
    Change vs previous 13F -1,278 shares

    0.04% of the 13F portfolio, value $1,314,859.

    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 55,232 shares
    Change vs previous 13F -2,949 shares

    0.04% of the 13F portfolio, value $1,347,661.

    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 58,181 shares
    Change vs previous 13F -1,209 shares

    0.05% of the 13F portfolio, value $1,418,453.

    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 59,390 shares
    Change vs previous 13F -1,068 shares

    0.05% of the 13F portfolio, value $1,445,553.

    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 60,458 shares
    Change vs previous 13F +30,769 shares

    0.05% of the 13F portfolio, value $1,454,619.

    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 29,689 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,454,167.

    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).