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Schwab Strategic Tr 0 shares owned by Keystone Wealth Partners

Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Keystone Wealth Partners from 13F filings

Historical chart of Keystone Wealth Partners investment in Schwab Strategic Tr 0

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr 0 held by Keystone Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr 0 by Keystone Wealth Partners

Quarter filed Position value Share count Share price at filing
2022-03-31 $17M 282k 60.71
2021-12-31 $16M 247k 62.89
2021-09-30 $15M 237k 62.58
2021-06-30 $14M 224k 62.51
2021-03-31 $14M 224k 61.16
2020-12-31 $11M 176k 62.08

More positions owned by Keystone Wealth Partners

Vanguard Short-Term Treasury ETF Common Stock (VGSH)
Ishares Core S&p 500 Etf Common Stock (IVV)
Ishares S&p Midcap 400 Va Common Stock (IJJ)
Vanguard Mid-Cap VIPERs Common Stock (VO)
Vanguard Tax-managed Intl Common Stock (VEA)
iShares 0-5 Year TIPS Bond ETF Common Stock (STIP)
Schwab US TIPS ETF Common Stock (SCHP)
Vanguard Short Term Corp Common Stock (VCSH)
Ishares Tr Core S&p Small Common Stock (IJR)
Dfa Tax-managed International Lg Value Common Stock (DFIV)
Vanguard Intmdt-Term Trs ETF Common Stock (VGIT)
Vanguard Total Stock Mark Common Stock (VTI)
Vanguard Ttl Bd Mkt Common Stock (BND)
Marathon Petroleum Corp Common Stock (MPC)
Home Depot Common Stock (HD)

View all positions for Keystone Wealth Partners

Top funds holding Schwab Strategic Tr 0

Empower Advisory Group
Quadratic Capital Management
Jpmorgan Chase & Co
Sei Investments
Ing Investment Management
Lincoln National
HPM Partners
Jasper Ridge Partners
Alliancebernstein
Central Trust & Investment
Nepc
Alesco Advisors
Goldman Sachs Group
Evoke Wealth
ARGI Investment Services

View all funds holding Schwab Strategic Tr 0