Firestone Capital Management’s Charles Schwab SCHW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$203K	Hold	2,157	–	–	0.04%	157
2025 Q4	$216K	Buy	2,157 +23	+1%	+$2.18K	0.05%	155
2025 Q3	$204K	Buy	+2,134	New	+$203K	0.04%	164
2021 Q4	–	Sell	-2,000	Closed	-$146K	–	378
2021 Q3	$146K	Hold	2,000	–	–	0.05%	140
2021 Q2	$146K	Hold	2,000	–	–	0.05%	137
2021 Q1	$130K	Hold	2,000	–	–	0.05%	144
2020 Q4	$106K	Hold	2,000	–	–	0.04%	150
2020 Q3	$72K	Hold	2,000	–	–	0.03%	163
2020 Q2	$67K	Hold	2,000	–	–	0.03%	163
2020 Q1	$67K	Buy	2,000 +250	+14%	+$10.5K	0.03%	159
2019 Q4	$83K	Buy	+1,750	New	+$77.1K	0.04%	161

Other funds holding SCHW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Firestone Capital Management held its Charles Schwab (SCHW) position steady in Q1 2026 at 2,157 shares worth $203K. The position accounts for 0.04% of the portfolio, ranked #157.

Firestone Capital Management first reported a position in SCHW in Q4 2019 and has held it in 11 quarters since. The position peaked at $216K in Q4 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

Firestone Capital Management held 2,157 shares of Charles Schwab worth $203K as of Q1 2026.
Firestone Capital Management left its Charles Schwab share count unchanged in Q1 2026.
Charles Schwab made up 0.04% of Firestone Capital Management's portfolio in Q1 2026, its #157 holding.
Firestone Capital Management first reported a position in Charles Schwab in Q4 2019 and has held it in 11 quarters since.
Firestone Capital Management's Charles Schwab position peaked at $216K in Q4 2025.
2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

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