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 Q3	$496K	Buy	20,793 +12,448	+149%	+$299K	0.09%	106
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

MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

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

Firestone Capital Management increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 149% in Q3 2026, buying an estimated $299K and bringing the position to 20,793 shares worth $496K. The position accounts for 0.09% of the portfolio, ranked #106.

Firestone Capital Management first reported a position in SCHO in Q4 2020 and has held it in 5 quarters since. 460 funds tracked by Wall St. Rank hold SCHO as of Q3 2026.

Firestone Capital Management held 20,793 shares of Schwab Short-Term US Treasury ETF worth $496K as of Q3 2026.
Firestone Capital Management bought 12,448 Schwab Short-Term US Treasury ETF shares in Q3 2026, an estimated $299K.
Schwab Short-Term US Treasury ETF made up 0.09% of Firestone Capital Management's portfolio in Q3 2026, its #106 holding.
Firestone Capital Management first reported a position in Schwab Short-Term US Treasury ETF in Q4 2020 and has held it in 5 quarters since.
460 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2026.

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