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Firestone Capital Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Firestone Capital Management’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-206
Closed -$6K – 379
2021
Q3 		$6K Hold
206
– – ﹤0.01% 405
2021
Q2 		$6K Buy
206
+146
+243% +$3.96K ﹤0.01% 396
2021
Q1 		$2K Hold
60
– – ﹤0.01% 449
2020
Q4 		$2K Hold
60
– – ﹤0.01% 436
2020
Q3 		$2K Hold
60
– – ﹤0.01% 391
2020
Q2 		$2K Hold
60
– – ﹤0.01% 410
2020
Q1 		$2K Hold
60
– – ﹤0.01% 413
2019
Q4 		$2K Buy
+60
New +$1.61K ﹤0.01% 427

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Firestone Capital Management's SCHZ Position: Q4 2021 in Review

Firestone Capital Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2021, closing a stake of 206 shares — an estimated $6K sold.

Firestone Capital Management first reported a position in SCHZ in Q4 2019 and held it in 8 quarters. The position peaked at $6K in Q3 2021. 531 funds tracked by Wall St. Rank hold SCHZ as of Q4 2021.

  • Firestone Capital Management reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Firestone Capital Management sold 206 Schwab US Aggregate Bond ETF shares in Q4 2021, an estimated $6K.
  • Firestone Capital Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2019 and held it in 8 quarters.
  • Firestone Capital Management's Schwab US Aggregate Bond ETF position peaked at $6K in Q3 2021.
  • 531 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2021.

Based on Firestone Capital Management's 13F filing for Q4 2021, filed 11 Feb 2022.