Firestone Capital Management Schwab Strategic U.S. Mid Cap Transaction History
Firestone Capital Management
- $442 Million
- Q3 2025
A detailed history of Firestone Capital Management transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Firestone Capital Management holds 13,212 shares of SCHM stock, worth $389,357. This represents 0.09% of its overall portfolio holdings.
Number of Shares
13,212
Previous 13,175
0.28%
Holding current value
$389,357
Previous $369,000
5.96%
% of portfolio
0.09%
Previous 0.09%
Shares
20 transactions
Others Institutions Holding SCHM
# of Institutions
1,060Shares Held
281MCall Options Held
9.4KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$1.78 Billion3.39% of portfolio
-
Creative Planning Overland Park, KS29.6MShares$872 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.8MShares$318 Million0.38% of portfolio
-
Northwestern Mutual Wealth Management CO10.3MShares$303 Million0.21% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO9.47MShares$279 Million3.22% of portfolio