Firestone Capital Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Firestone Capital Management’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$838K	Buy	26,419 +688	+3%	+$21.8K	0.16%	79
2026 Q1	$789K	Sell	25,731 -1,197	-4%	-$36.3K	0.16%	78
2025 Q4	$739K	Sell	26,928 -815	-3%	-$22.2K	0.16%	79
2025 Q3	$757K	Sell	27,743 -4,602	-14%	-$126K	0.16%	79
2025 Q2	$857K	Buy	32,345 +132	+0.4%	+$3.45K	0.2%	63
2025 Q1	$901K	Buy	32,213 +1,161	+4%	+$32.4K	0.24%	54
2024 Q4	$848K	Buy	31,052 +1,652	+6%	+$47K	0.21%	63
2024 Q3	$828K	Buy	29,400 +561	+2%	+$15.3K	0.21%	64
2024 Q2	$747K	Hold	28,839	–	–	0.2%	63
2024 Q1	$775K	Buy	28,839 +2,625	+10%	+$67.8K	0.22%	62
2023 Q4	$665K	Buy	26,214 +3,138	+14%	+$74.8K	0.2%	63
2023 Q3	$544K	Buy	23,076 +138	+0.6%	+$3.39K	0.19%	67
2023 Q2	$560K	Buy	22,938 +801	+4%	+$19.1K	0.18%	67
2023 Q1	$540K	Buy	22,137 +3,261	+17%	+$81.5K	0.19%	61
2022 Q4	$475K	Buy	18,876 +2,841	+18%	+$70.1K	0.18%	67
2022 Q3	$355K	Buy	16,035 +75	+0.5%	+$1.82K	0.14%	75
2022 Q2	$381K	Buy	15,960 +75	+0.5%	+$1.91K	0.15%	73
2022 Q1	$418K	Buy	15,885 +51	+0.3%	+$1.33K	0.14%	72
2021 Q4	$427K	Buy	15,834 +234	+2%	+$6.08K	0.13%	74
2021 Q3	$393K	Hold	15,600	–	–	0.13%	72
2021 Q2	$393K	Buy	15,600 +12,123	+349%	+$306K	0.14%	72
2021 Q1	$85K	Buy	3,477 +1,137	+49%	+$25.9K	0.03%	179
2020 Q4	$50K	Buy	+2,340	New	+$47.4K	0.02%	215
2020 Q2	–	Sell	-1,050	Closed	-$16K	–	452
2020 Q1	$16K	Buy	+1,050	New	+$18.9K	0.01%	268

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

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

Firestone Capital Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 2.7% in Q2 2026, buying an estimated $21.8K and bringing the position to 26,419 shares worth $838K. The position accounts for 0.16% of the portfolio, ranked #79.

Firestone Capital Management first reported a position in SCHD in Q1 2020 and has held it in 24 quarters since. The position peaked at $901K in Q1 2025. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Firestone Capital Management held 26,419 shares of Schwab US Dividend Equity ETF worth $838K as of Q2 2026.
Firestone Capital Management bought 688 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $21.8K.
Schwab US Dividend Equity ETF made up 0.16% of Firestone Capital Management's portfolio in Q2 2026, its #79 holding.
Firestone Capital Management first reported a position in Schwab US Dividend Equity ETF in Q1 2020 and has held it in 24 quarters since.
Firestone Capital Management's Schwab US Dividend Equity ETF position peaked at $901K in Q1 2025.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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