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

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

Historical chart of Keystone Wealth 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 Wealth 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 Wealth Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $484k 18k 27.30
2025-06-30 $481k 18k 26.50
2025-03-31 $415k 15k 27.96
2024-12-31 $402k 15k 27.32
2024-09-30 $379k 4.5k 84.53
2024-06-30 $311k 4.0k 77.76
2022-12-31 $208k 2.7k 75.53
2022-03-31 $206k 2.6k 78.87

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View all positions for Keystone Wealth Services

Top funds holding Schwab Strategic Tr us dividend eq

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View all funds holding Schwab Strategic Tr us dividend eq