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Schwab Strategic Tr intrm trm shares owned by Keystone Global Partners

Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by Keystone Global Partners from 13F filings

Historical chart of Keystone Global Partners investment in Schwab Strategic Tr intrm trm

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr intrm trm by Keystone Global Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 54k 25.13
2025-06-30 $1.7M 66k 25.03
2025-03-31 $1.6M 66k 24.86

More positions owned by Keystone Global Partners

BlackRock iShares Dynamic Equity Active Etf
Schwab US Large Cap Growth ETF Etf (SCHG)
Select STR Financial Select SPDR ETF Etf (XLF)
Vanguard FTSE Developed Markets ETF Etf (VEA)
Vanguard FTSE Europe ETF Etf (VGK)
Technology Select Sector SPDR ETF Etf (XLK)
iShares Core S&P 500 ETF Etf (IVV)
Vanguard Muni BND Tax Exempt ETF Etf (VTEB)
Communicat SVS SLCT Sec SPDR ETF IV Etf (XLC)
Vanguard Mortgage Backed Sec ETF Etf (VMBS)
iShares iBoxx Invt Grade Bond ETF Etf (LQD)
Health Care Select SPDR Etf (XLV)
Industrial Select Sector Spdr Fund Etf (XLI)
Fidelity MSCI Cons Discr Indx ETF Etf (FDIS)
JPMorgan U.S. Quality Factor ETF Etf (JQUA)

View all positions for Keystone Global Partners

Top funds holding Schwab Strategic Tr intrm trm

Charles Schwab Investment Management
Royal Bank of Canada
Ameriprise Financial
Stifel Financial
Jpmorgan Chase & Co
Cornerstone Wealth Advisors
Envestnet Asset Management
Moisand Fitzgerald Tamayo
Pacific Sage Partners
State Street Corporation
HPM Partners
Exchange Traded Concepts
Resonant Capital Advisors
Wealth Enhancement Advisory Services
Streettalk Advisors

View all funds holding Schwab Strategic Tr intrm trm