FCM
SCHV

Firestone Capital Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Firestone Capital Management’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-7,354
Closed -$218K – 167
2025
Q4 		$218K Buy
7,354
+41
+0.6% +$1.2K 0.05% 153
2025
Q3 		$213K Buy
7,313
+37
+0.5% +$1.05K 0.05% 159
2025
Q2 		$201K Buy
+7,276
New +$191K 0.05% 156
2024
Q4 		– Sell
-9,072
Closed -$243K – 158
2024
Q3 		$243K Buy
9,072
+102
+1% +$2.62K 0.06% 132
2024
Q2 		$221K Hold
8,970
– – 0.06% 133
2024
Q1 		$227K Buy
8,970
+48
+0.5% +$1.15K 0.06% 129
2023
Q4 		$208K Buy
+8,922
New +$195K 0.06% 124
2023
Q2 		– Sell
-9,438
Closed -$206K – 135
2023
Q1 		$206K Buy
9,438
+57
+0.6% +$1.27K 0.07% 116
2022
Q4 		$206K Buy
+9,381
New +$203K 0.08% 111
2022
Q3 		– Sell
-16,692
Closed -$347K – 116
2022
Q2 		$347K Buy
16,692
+234
+1% +$5.25K 0.13% 81
2022
Q1 		$392K Buy
16,458
+66
+0.4% +$1.56K 0.13% 75
2021
Q4 		$400K Buy
16,392
+2,280
+16% +$54K 0.13% 78
2021
Q3 		$322K Hold
14,112
– – 0.11% 86
2021
Q2 		$322K Buy
14,112
+2,259
+19% +$51.2K 0.12% 84
2021
Q1 		$258K Buy
11,853
+45
+0.4% +$937 0.09% 87
2020
Q4 		$234K Buy
11,808
+10,143
+609% +$190K 0.09% 90
2020
Q3 		$29K Hold
1,665
– – 0.01% 233
2020
Q2 		$28K Hold
1,665
– – 0.01% 231
2020
Q1 		$25K Buy
1,665
+825
+98% +$15.1K 0.01% 234
2019
Q4 		$17K Buy
+840
New +$16.3K 0.01% 308

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Firestone Capital Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2026, closing a stake of 7,354 shares — an estimated $218K sold.

Firestone Capital Management first reported a position in SCHV in Q4 2019 and held it in 20 quarters. The position peaked at $400K in Q4 2021. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Firestone Capital Management reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • Firestone Capital Management sold 7,354 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $218K.
  • Firestone Capital Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2019 and held it in 20 quarters.
  • Firestone Capital Management's Schwab US Large-Cap Value ETF position peaked at $400K in Q4 2021.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

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