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Firestone Capital Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Firestone Capital Management’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.8M Sell
234,751
-2,053
-0.9% -$57.5K 1.27% 20
2026
Q1 		$5.94M Sell
236,804
-1,711
-0.7% -$44.9K 1.24% 20
2025
Q4 		$6.26M Sell
238,515
-15,835
-6% -$412K 1.33% 19
2025
Q3 		$6.54M Buy
254,350
+8,007
+3% +$198K 1.41% 19
2025
Q2 		$5.87M Sell
246,343
-3,890
-2% -$85.7K 1.38% 19
2025
Q1 		$5.39M Sell
250,233
-86
-0% -$1.96K 1.41% 18
2024
Q4 		$5.68M Buy
250,319
+31,190
+14% +$712K 1.41% 18
2024
Q3 		$4.86M Buy
219,129
+7,800
+4% +$167K 1.22% 21
2024
Q2 		$4.43M Buy
211,329
+20,688
+11% +$419K 1.21% 21
2024
Q1 		$3.88M Sell
190,641
-3,321
-2% -$64.3K 1.08% 22
2023
Q4 		$3.6M Buy
193,962
+2,601
+1% +$44.9K 1.11% 21
2023
Q3 		$3.18M Sell
191,361
-10,335
-5% -$179K 1.09% 22
2023
Q2 		$3.55M Buy
201,696
+318
+0.2% +$5.18K 1.15% 21
2023
Q1 		$3.21M Buy
201,378
+828
+0.4% +$12.9K 1.16% 20
2022
Q4 		$3M Buy
200,550
+13,527
+7% +$203K 1.11% 21
2022
Q3 		$2.62M Sell
187,023
-61,467
-25% -$956K 1.06% 20
2022
Q2 		$3.66M Buy
248,490
+15,036
+6% +$241K 1.42% 18
2022
Q1 		$4.16M Buy
233,454
+31,626
+16% +$555K 1.36% 19
2021
Q4 		$3.8M Buy
201,828
+15,972
+9% +$294K 1.2% 22
2021
Q3 		$3.23M Hold
185,856
– – 1.07% 21
2021
Q2 		$3.23M Buy
185,856
+8,136
+5% +$138K 1.17% 20
2021
Q1 		$2.87M Sell
177,720
-27,204
-13% -$429K 1.02% 22
2020
Q4 		$3.11M Buy
204,924
+8,748
+4% +$125K 1.18% 20
2020
Q3 		$2.6M Sell
196,176
-4,218
-2% -$55.5K 1.17% 20
2020
Q2 		$2.45M Sell
200,394
-27,414
-12% -$316K 1.14% 20
2020
Q1 		$2.29M Buy
227,808
+27,414
+14% +$332K 1.19% 21
2019
Q4 		$2.57M Buy
+200,394
New +$2.46M 1.1% 22

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Firestone Capital Management's SCHB Position: Q2 2026 in Review

Firestone Capital Management reduced its Schwab US Broad Market ETF (SCHB) stake by 0.87% in Q2 2026, selling an estimated $57.5K and leaving 234,751 shares worth $6.8M. The position accounts for 1.27% of the portfolio, ranked #20.

Firestone Capital Management first reported a position in SCHB in Q4 2019 and has held it in 27 quarters since. 1,390 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Firestone Capital Management held 234,751 shares of Schwab US Broad Market ETF worth $6.8M as of Q2 2026.
  • Firestone Capital Management sold 2,053 Schwab US Broad Market ETF shares in Q2 2026, an estimated $57.5K.
  • Schwab US Broad Market ETF made up 1.27% of Firestone Capital Management's portfolio in Q2 2026, its #20 holding.
  • Firestone Capital Management first reported a position in Schwab US Broad Market ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,390 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Firestone Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.