Firestone Capital Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $392K | Buy |
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|
2025
Q2 | $370K | Buy |
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|
2025
Q1 | $344K | Buy |
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|
2024
Q4 | $363K | Buy |
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|
2024
Q3 | $343K | Buy |
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|
2024
Q2 | $320K | Sell |
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|
2024
Q1 | $336K | Buy |
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|
2023
Q4 | $310K | Buy |
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|
2023
Q3 | $263K | Buy |
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|
2023
Q2 | $282K | Buy |
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|
2023
Q1 | $262K | Buy |
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|
2022
Q4 | $234K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $93K | Hold |
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|
2021
Q2 | $93K | Buy |
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|
2021
Q1 | $88K | Buy |
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|
2020
Q4 | $81K | Buy |
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|
2020
Q3 | $44K | Hold |
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|
2020
Q2 | $42K | Buy |
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|
2020
Q1 | $16K | Buy |
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|
2019
Q4 | $8K | Buy |
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