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Firestone Capital Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Firestone Capital Management’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$457K Sell
12,400
-507
-4% -$17.4K 0.09% 105
2026
Q1 		$400K Buy
12,907
+22
+0.2% +$700 0.08% 111
2025
Q4 		$387K Sell
12,885
-327
-2% -$9.75K 0.08% 113
2025
Q3 		$392K Buy
13,212
+37
+0.3% +$1.08K 0.08% 114
2025
Q2 		$370K Buy
13,175
+31
+0.2% +$818 0.09% 111
2025
Q1 		$344K Buy
13,144
+26
+0.2% +$724 0.09% 104
2024
Q4 		$363K Buy
13,118
+734
+6% +$20.9K 0.09% 106
2024
Q3 		$343K Buy
12,384
+57
+0.5% +$1.52K 0.09% 108
2024
Q2 		$320K Sell
12,327
-48
-0.4% -$1.26K 0.09% 103
2024
Q1 		$336K Buy
12,375
+24
+0.2% +$612 0.09% 101
2023
Q4 		$310K Buy
12,351
+687
+6% +$15.7K 0.1% 96
2023
Q3 		$263K Buy
11,664
+30
+0.3% +$711 0.09% 104
2023
Q2 		$282K Buy
11,634
+33
+0.3% +$744 0.09% 100
2023
Q1 		$262K Buy
11,601
+903
+8% +$20.8K 0.09% 94
2022
Q4 		$234K Buy
+10,698
New +$234K 0.09% 103
2021
Q4 		– Sell
-3,570
Closed -$93K – 377
2021
Q3 		$93K Hold
3,570
– – 0.03% 176
2021
Q2 		$93K Buy
3,570
+6
+0.2% +$155 0.03% 171
2021
Q1 		$88K Buy
3,564
+6
+0.2% +$146 0.03% 175
2020
Q4 		$81K Buy
3,558
+1,188
+50% +$24.8K 0.03% 176
2020
Q3 		$44K Hold
2,370
– – 0.02% 199
2020
Q2 		$42K Buy
2,370
+1,248
+111% +$20.3K 0.02% 199
2020
Q1 		$16K Buy
1,122
+744
+197% +$13.6K 0.01% 269
2019
Q4 		$8K Buy
+378
New +$7.32K ﹤0.01% 356

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Firestone Capital Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 3.9% in Q2 2026, selling an estimated $17.4K and leaving 12,400 shares worth $457K. The position accounts for 0.09% of the portfolio, ranked #105.

Firestone Capital Management first reported a position in SCHM in Q4 2019 and has held it in 23 quarters since. 1,069 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Firestone Capital Management held 12,400 shares of Schwab US Mid-Cap ETF worth $457K as of Q2 2026.
  • Firestone Capital Management sold 507 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $17.4K.
  • Schwab US Mid-Cap ETF made up 0.09% of Firestone Capital Management's portfolio in Q2 2026, its #105 holding.
  • Firestone Capital Management first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and has held it in 23 quarters since.
  • 1,069 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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