Firestone Capital Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$203K	Sell	8,345 -332	-4%	-$8.08K	0.04%	158
2025 Q4	$211K	Buy	+8,677	New	+$212K	0.04%	160
2021 Q1	–	Sell	-684	Closed	-$18K	–	499
2020 Q4	$18K	Buy	+684	New	+$17.6K	0.01%	310

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Firestone Capital Management's SCHO Position: Q1 2026 in Review

Firestone Capital Management reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 3.8% in Q1 2026, selling an estimated $8.08K and leaving 8,345 shares worth $203K. The position accounts for 0.04% of the portfolio, ranked #158.

Firestone Capital Management first reported a position in SCHO in Q4 2020 and has held it in 3 quarters since. The position peaked at $211K in Q4 2025. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Firestone Capital Management held 8,345 shares of Schwab Short-Term US Treasury ETF worth $203K as of Q1 2026.
Firestone Capital Management sold 332 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $8.08K.
Schwab Short-Term US Treasury ETF made up 0.04% of Firestone Capital Management's portfolio in Q1 2026, its #158 holding.
Firestone Capital Management first reported a position in Schwab Short-Term US Treasury ETF in Q4 2020 and has held it in 3 quarters since.
Firestone Capital Management's Schwab Short-Term US Treasury ETF position peaked at $211K in Q4 2025.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

Based on Firestone Capital Management's 13F filing for Q1 2026, filed 8 May 2026.