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Schwab U S Small Cap ETF shares owned by Keystone Financial Group

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Keystone Financial Group from 13F filings

Historical chart of Keystone Financial Group investment in Schwab U S Small Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Small Cap ETF held by Keystone Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Small Cap ETF by Keystone Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $22k 783 27.90
2025-06-30 $20k 780 26.09
2025-03-31 $18k 778 23.15
2024-12-31 $20k 776 25.86

More positions owned by Keystone Financial Group

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Specialized Funds Div App Etf (VIG)
Fb Finl (FBK)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Blackrock Etf Trust Ii Ishares Intermed (INMU)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Mun Bd Fds Short Tax Exempt (VSDM)
Ishares U S Etf Tr Short Maturity M (MEAR)
Blackrock Etf Trust Ii Ishares Total Re (BRTR)
Ishares Tr Short Treas Bd (SHV)

View all positions for Keystone Financial Group

Top funds holding Schwab U S Small Cap ETF

Empower Advisory Group
Sei Investments
Northwestern Mutual Wealth Management Company
Financial Engines Advisors L.L.C
Creative Planning
Wealth Enhancement Advisory Services
UBS Group
Advisory Alpha
HPM Partners
HighTower Advisors
Mariner Wealth Advisors
LPL Financial
Steele Capital Management
Vantagepoint Investment Advisers
Mercer Global Advisors

View all funds holding Schwab U S Small Cap ETF