Firestone Capital Management Schwab Us Aggregate Bond ETF Transaction History

Firestone Capital Management

$355 Million
Q1 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 11, 2022	SELL	N/A	-103 Closed	0 $0
Q2 2021 Aug 04, 2021	BUY	N/A	73 Added 243.33%	103 $6,000
Q4 2019 Feb 13, 2020	SELL	N/A	-40 Reduced 57.14%	30 $2,000
Q4 2019 Feb 10, 2020	BUY	N/A	70 New	70 $2,000

Others Institutions Holding SCHZ

# of Institutions

603

Shares Held

105M

Call Options Held

600

Put Options Held

3.6K

Charles Schwab Investment Management Inc San Francisco, CA

32.2M
Shares

$1.46 Billion
0.34% of portfolio
Jpmorgan Chase & CO New York, NY

4.48M
Shares

$203 Million
0.02% of portfolio
Avantax Planning Partners, Inc.

3.59M
Shares

$163 Million
5.38% of portfolio
Capital Management Associates, Inc Minneapolis, MN

3.45M
Shares

$156 Million
0.05% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.56M
Shares

$116 Million
0.03% of portfolio

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
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