Firestone Capital Management
SCHM icon

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
Q3 		$421K Sell
12,388
-12
-0.1% -$425 0.08% 112
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% -$9.7K 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

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
JMG Financial Group
JMG Financial Group Downers Grove, Illinois $4.21B AUM 13.09% 1-Year Est. Return
Fragasso Financial Advisors
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Firestone Capital Management's SCHM Position: Q3 2026 in Review

Firestone Capital Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.1% in Q3 2026, selling an estimated $425 and leaving 12,388 shares worth $421K. The position accounts for 0.08% of the portfolio, ranked #112.

Firestone Capital Management first reported a position in SCHM in Q4 2019 and has held it in 24 quarters since. The position peaked at $457K in Q2 2026. 786 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

  • Firestone Capital Management held 12,388 shares of Schwab US Mid-Cap ETF worth $421K as of Q3 2026.
  • Firestone Capital Management sold 12 Schwab US Mid-Cap ETF shares in Q3 2026, an estimated $425.
  • Schwab US Mid-Cap ETF made up 0.08% of Firestone Capital Management's portfolio in Q3 2026, its #112 holding.
  • Firestone Capital Management first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and has held it in 24 quarters since.
  • Firestone Capital Management's Schwab US Mid-Cap ETF position peaked at $457K in Q2 2026.
  • 786 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on Firestone Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.