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

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

Historical chart of Keystone Financial Services 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 Services 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 Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $355k 13k 27.90
2025-06-30 $329k 13k 25.30
2025-03-31 $269k 12k 23.43

More positions owned by Keystone Financial Services

Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Putnam Etf Trust Focused Lar Cap (PVAL)
Spdr Series Trust Portfolio S&p500 (SPLG)
Pacer Fds Tr Swan Sos Fd Of (PSFF)
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)
Ishares Tr Core S&p500 Etf (IVV)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Virtus Etf Tr Ii Kar Mid-cap Etf (KMID)
J P Morgan Exchange Traded F Income Etf (JPIE)
Schwab Strategic Tr Us Dividend Eq (SCHD)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pacer Fds Tr Us Small Cap Cas (CALF)

View all positions for Keystone Financial Services

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