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Disclosery

Firestone Capital Management: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Firestone Capital Management on SCHD, newest first. How the timeline and the estimate are built.

Firestone Capital Management held 26,419 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,419 shares
    Change vs previous 13F +688 shares

    0.16% of the 13F portfolio, value $837,761.

    13F-HR 0001799964-26-000006 filed by Firestone Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 25,731 shares
    Change vs previous 13F -1,197 shares

    0.16% of the 13F portfolio, value $789,412.

    13F-HR 0001799964-26-000003 filed by Firestone Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 26,928 shares
    Change vs previous 13F -815 shares

    0.16% of the 13F portfolio, value $738,648.

    13F-HR 0001799964-26-000001 filed by Firestone Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 27,743 shares
    Change vs previous 13F -4,602 shares

    0.16% of the 13F portfolio, value $757,379.

    13F-HR 0001799964-25-000007 filed by Firestone Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 32,345 shares
    Change vs previous 13F +132 shares

    0.2% of the 13F portfolio, value $857,137.

    13F-HR 0001799964-25-000005 filed by Firestone Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 32,213 shares
    Change vs previous 13F +1,161 shares

    0.24% of the 13F portfolio, value $900,665.

    13F-HR 0001799964-25-000003 filed by Firestone Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 31,052 shares
    Change vs previous 13F +21,252 shares

    0.21% of the 13F portfolio, value $848,342.

    13F-HR 0001799964-25-000001 filed by Firestone Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 9,800 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $828,369.

    13F-HR 0001799964-24-000005 filed by Firestone Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).