Firestone Capital Management’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$204K Buy
2021
Q4
Sell
2021
Q3
$146K Hold
2021
Q2
$146K Hold
2021
Q1
$130K Hold
2020
Q4
$106K Hold
2020
Q3
$72K Hold
2020
Q2
$67K Hold
2020
Q1
$67K Buy
2019
Q4
$83K Buy