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Firestone Capital Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Firestone Capital Management’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.64M Buy
90,722
+3,768
+4% +$113K 0.55% 38
2025
Q4 		$2.48M Buy
86,954
+4,155
+5% +$117K 0.53% 42
2025
Q3 		$2.31M Buy
82,799
+2,603
+3% +$69.6K 0.5% 41
2025
Q2 		$2.03M Sell
80,196
-7,514
-9% -$178K 0.48% 43
2025
Q1 		$2.06M Buy
87,710
+2,366
+3% +$60.3K 0.54% 37
2024
Q4 		$2.21M Buy
85,344
+5,410
+7% +$144K 0.55% 38
2024
Q3 		$2.06M Buy
79,934
+11,908
+18% +$296K 0.52% 40
2024
Q2 		$1.61M Buy
68,026
+2,988
+5% +$70.8K 0.44% 41
2024
Q1 		$1.6M Buy
65,038
+4,594
+8% +$108K 0.45% 42
2023
Q4 		$1.43M Sell
60,444
-3,728
-6% -$78.6K 0.44% 41
2023
Q3 		$1.33M Sell
64,172
-3,240
-5% -$71.1K 0.45% 43
2023
Q2 		$1.52M Sell
67,412
-76
-0.1% -$1.58K 0.5% 38
2023
Q1 		$1.41M Buy
67,488
+3,742
+6% +$80.4K 0.51% 33
2022
Q4 		$1.29M Buy
63,746
+10,742
+20% +$220K 0.48% 36
2022
Q3 		$1M Buy
53,004
+2,766
+6% +$57.9K 0.41% 46
2022
Q2 		$979K Buy
50,238
+5,638
+13% +$121K 0.38% 47
2022
Q1 		$1.06M Buy
44,600
+768
+2% +$18.1K 0.35% 50
2021
Q4 		$1.12M Buy
43,832
+9,816
+29% +$254K 0.35% 48
2021
Q3 		$886K Hold
34,016
– – 0.29% 49
2021
Q2 		$886K Buy
34,016
+712
+2% +$18.2K 0.32% 49
2021
Q1 		$830K Buy
33,304
+684
+2% +$16.8K 0.3% 51
2020
Q4 		$726K Buy
32,620
+1,908
+6% +$38K 0.28% 53
2020
Q3 		$525K Buy
30,712
+1,064
+4% +$18.3K 0.24% 53
2020
Q2 		$484K Sell
29,648
-2,328
-7% -$34.9K 0.22% 54
2020
Q1 		$412K Sell
31,976
-3,504
-10% -$59.5K 0.21% 54
2019
Q4 		$671K Buy
+35,480
New +$642K 0.29% 50

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Firestone Capital Management's SCHA Position: Q1 2026 in Review

Firestone Capital Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 4.3% in Q1 2026, buying an estimated $113K and bringing the position to 90,722 shares worth $2.64M. The position accounts for 0.55% of the portfolio, ranked #38.

Firestone Capital Management first reported a position in SCHA in Q4 2019 and has held it in 26 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Firestone Capital Management held 90,722 shares of Schwab U.S Small- Cap ETF worth $2.64M as of Q1 2026.
  • Firestone Capital Management bought 3,768 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $113K.
  • Schwab U.S Small- Cap ETF made up 0.55% of Firestone Capital Management's portfolio in Q1 2026, its #38 holding.
  • Firestone Capital Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Firestone Capital Management's 13F filing for Q1 2026, filed 8 May 2026.