Skip to content
Disclosery

Freestone Capital Holdings, LLC: SCHZ position timeline

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

Freestone Capital Holdings, LLC held 206,837 SCHZ 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 206,837 shares
    Change vs previous 13F -5,950 shares

    0.12% of the 13F portfolio, value $4,784,140.

    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 212,787 shares
    Change vs previous 13F -6,628 shares

    0.15% of the 13F portfolio, value $4,940,914.

    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 219,415 shares
    Change vs previous 13F -14,818 shares

    0.15% of the 13F portfolio, value $5,127,729.

    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 234,233 shares
    Change vs previous 13F -13,919 shares

    0.17% of the 13F portfolio, value $5,497,449.

    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 248,152 shares
    Change vs previous 13F -18,015 shares

    0.2% of the 13F portfolio, value $5,767,052.

    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 266,167 shares
    Change vs previous 13F -18,140 shares

    0.23% of the 13F portfolio, value $6,164,428.

    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 284,307 shares
    Change vs previous 13F +128,294 shares

    0.22% of the 13F portfolio, value $6,453,769.

    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 156,013 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $7,413,755.

    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).