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 Q2	$201K	Hold	8,345	–	–	0.04%	166
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 $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return

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

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

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

Firestone Capital Management held its Schwab Short-Term US Treasury ETF (SCHO) position steady in Q2 2026 at 8,345 shares worth $201K. The position accounts for 0.04% of the portfolio, ranked #166.

Firestone Capital Management first reported a position in SCHO in Q4 2020 and has held it in 4 quarters since. The position peaked at $211K in Q4 2025. 720 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Firestone Capital Management held 8,345 shares of Schwab Short-Term US Treasury ETF worth $201K as of Q2 2026.
Firestone Capital Management left its Schwab Short-Term US Treasury ETF share count unchanged in Q2 2026.
Schwab Short-Term US Treasury ETF made up 0.04% of Firestone Capital Management's portfolio in Q2 2026, its #166 holding.
Firestone Capital Management first reported a position in Schwab Short-Term US Treasury ETF in Q4 2020 and has held it in 4 quarters since.
Firestone Capital Management's Schwab Short-Term US Treasury ETF position peaked at $211K in Q4 2025.
720 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

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