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 $385,261. This represents 0.09% of its overall portfolio holdings.
Number of Shares
13,212
Previous 13,175
0.28%
Holding current value
$385,261
Previous $369,000
5.96%
% of portfolio
0.09%
Previous 0.09%
Shares
20 transactions
Others Institutions Holding SCHM
# of Institutions
1,068Shares Held
282MCall Options Held
8.7KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.71 Billion3.34% of portfolio
-
Creative Planning Overland Park, KS29.5MShares$861 Million0.68% of portfolio
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High Tower Advisors, LLC Chicago, IL10.8MShares$314 Million0.38% of portfolio
-
Northwestern Mutual Wealth Management CO10.5MShares$305 Million0.21% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO10MShares$292 Million2.42% of portfolio