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Schwab Strategic Tr us dividend eq shares owned by Keystone Financial Services

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Keystone Financial Services from 13F filings

Historical chart of Keystone Financial Services investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq 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 Strategic Tr us dividend eq by Keystone Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.1M 149k 27.30
2025-06-30 $4.0M 152k 26.50
2025-03-31 $4.5M 160k 27.96
2024-12-31 $4.1M 151k 27.32

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 Strategic Tr us dividend eq

Rakuten Investment Management
LPL Financial
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Sumitomo Life Insurance
H D Vest Advisory Services
Sontag Advisory
Morgan Stanley
Envestnet Asset Management
Raymond James Financial
Northwestern Mutual Wealth Management Company
UBS Group
Wealthfront Advisers
Commonwealth Equity Services
Advisor Group Holdings
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr us dividend eq