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Disclosery

Freestone Capital Holdings, LLC: SCHX position timeline

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

Freestone Capital Holdings, LLC held 73,501 SCHX 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 73,501 shares
    Change vs previous 13F -1,483 shares

    0.06% of the 13F portfolio, value $2,163,159.

    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 74,984 shares
    Change vs previous 13F +5,296 shares

    0.06% of the 13F portfolio, value $1,922,591.

    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 69,688 shares
    Change vs previous 13F -330 shares

    0.06% of the 13F portfolio, value $1,875,292.

    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 70,018 shares
    Change vs previous 13F +53 shares

    0.06% of the 13F portfolio, value $1,844,270.

    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 69,965 shares
    Change vs previous 13F -14,881 shares

    0.06% of the 13F portfolio, value $1,709,950.

    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 84,846 shares
    Change vs previous 13F -13,709 shares

    0.07% of the 13F portfolio, value $1,873,392.

    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 98,555 shares
    Change vs previous 13F +55,565 shares

    0.08% of the 13F portfolio, value $2,284,505.

    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 42,990 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,916,873.

    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).