FCM
SCHR

Firestone Capital Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Firestone Capital Management’s Portfolio SCHR Stock Details SCHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-150
Closed -$4K – 500
2020
Q4 		$4K Buy
+150
New +$4.37K ﹤0.01% 412

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Royal Bank of Canada
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Stifel Financial
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State Street
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BWM
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
I2I
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Firestone Capital Management's SCHR Position: Q1 2021 in Review

Firestone Capital Management sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2021, closing a stake of 150 shares — an estimated $4K sold.

Firestone Capital Management first reported a position in SCHR in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 294 funds tracked by Wall St. Rank hold SCHR as of Q1 2021.

  • Firestone Capital Management reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q1 2021 after selling out during the quarter.
  • Firestone Capital Management sold 150 Schwab Intermediately-Term US Treasury ETF shares in Q1 2021, an estimated $4K.
  • Firestone Capital Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2020 and held it in 1 quarter.
  • Firestone Capital Management's Schwab Intermediately-Term US Treasury ETF position peaked at $4K in Q4 2020.
  • 294 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2021.

Based on Firestone Capital Management's 13F filing for Q1 2021, filed 28 Apr 2021.