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

Firestone Capital Management’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.04M Buy
40,471
+4,884
+14% +$131K 0.22% 63
2025
Q4 		$958K Sell
35,587
-8,853
-20% -$236K 0.2% 65
2025
Q3 		$1.17M Buy
44,440
+39
+0.1% +$990 0.25% 55
2025
Q2 		$1.09M Buy
44,401
+2,491
+6% +$56.3K 0.26% 53
2025
Q1 		$925K Sell
41,910
-3,222
-7% -$75K 0.24% 53
2024
Q4 		$1.05M Buy
45,132
+48
+0.1% +$1.12K 0.26% 55
2024
Q3 		$1.02M Sell
45,084
-5,337
-11% -$116K 0.26% 55
2024
Q2 		$1.08M Buy
50,421
+1,191
+2% +$24.6K 0.29% 50
2024
Q1 		$1.02M Sell
49,230
-168
-0.3% -$3.31K 0.28% 52
2023
Q4 		$929K Sell
49,398
-2,418
-5% -$42.5K 0.29% 52
2023
Q3 		$874K Sell
51,816
-3,945
-7% -$69.2K 0.3% 50
2023
Q2 		$993K Buy
55,761
+735
+1% +$12.1K 0.32% 49
2023
Q1 		$887K Sell
55,026
-99
-0.2% -$1.56K 0.32% 44
2022
Q4 		$830K Sell
55,125
-22,977
-29% -$348K 0.31% 46
2022
Q3 		$1.1M Sell
78,102
-2,730
-3% -$42.8K 0.45% 43
2022
Q2 		$1.2M Buy
80,832
+603
+0.8% +$9.77K 0.47% 41
2022
Q1 		$1.44M Sell
80,229
-5,211
-6% -$92.3K 0.47% 44
2021
Q4 		$1.62M Buy
85,440
+1,536
+2% +$28.4K 0.51% 39
2021
Q3 		$1.45M Hold
83,904
– – 0.48% 37
2021
Q2 		$1.45M Buy
83,904
+966
+1% +$16.3K 0.52% 37
2021
Q1 		$1.33M Buy
82,938
+1,620
+2% +$25.4K 0.47% 41
2020
Q4 		$1.23M Buy
81,318
+4,848
+6% +$69.4K 0.47% 37
2020
Q3 		$1.03M Buy
76,470
+2,610
+4% +$34.7K 0.46% 41
2020
Q2 		$912K Buy
73,860
+34,476
+88% +$402K 0.42% 45
2020
Q1 		$402K Sell
39,384
-8,454
-18% -$103K 0.21% 57
2019
Q4 		$612K Buy
+47,838
New +$586K 0.26% 53

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Firestone Capital Management increased its Schwab US Large- Cap ETF (SCHX) stake by 14% in Q1 2026, buying an estimated $131K and bringing the position to 40,471 shares worth $1.04M. The position accounts for 0.22% of the portfolio, ranked #63.

Firestone Capital Management first reported a position in SCHX in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.62M in Q4 2021. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Firestone Capital Management held 40,471 shares of Schwab US Large- Cap ETF worth $1.04M as of Q1 2026.
  • Firestone Capital Management bought 4,884 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $131K.
  • Schwab US Large- Cap ETF made up 0.22% of Firestone Capital Management's portfolio in Q1 2026, its #63 holding.
  • Firestone Capital Management first reported a position in Schwab US Large- Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • Firestone Capital Management's Schwab US Large- Cap ETF position peaked at $1.62M in Q4 2021.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

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