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Schwab Strategic Tr shares owned by Keystone Financial Group

Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by Keystone Financial Group from 13F filings

Historical chart of Keystone Financial Group investment in Schwab Strategic Tr

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

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Quarterly reported holdings in Schwab Strategic Tr by Keystone Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $626k 21k 29.82
2025-09-30 $584k 21k 27.94
2025-06-30 $594k 22k 27.23
2025-03-31 $803k 30k 26.69
2024-12-31 $950k 41k 23.12

More positions owned by Keystone Financial Group

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Fb Finl (FBK)
Vanguard Mun Bd Fds Short Tax Exempt (VSDM)
Dimensional Etf Trust World Ex Us Core (DFAX)
Blackrock Etf Trust Ii Ishares Intermed (INMU)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Short Duration F (DFSD)
Ishares U S Etf Tr Short Maturity M (MEAR)
Blackrock Etf Trust Ii Ishares Total Re (BRTR)
Ishares Tr Trust Ishare 0-1 (SHV)

View all positions for Keystone Financial Group

Top funds holding Schwab Strategic Tr

Cresset Asset Management
Hamel Associates
Summit Asset Management
Jane Street
Advisor Group Holdings
HighTower Advisors
LPL Financial
Modern Wealth Management
Charles Schwab Trust
Iron Financial
LeConte Wealth Management
Robertson Stephens Wealth Management
Magnolia Capital Advisors
LongView Wealth Management
OMC Financial Services

View all funds holding Schwab Strategic Tr