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Schwab Strategic Tr us aggregate b shares owned by Keystone Financial Group

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

Historical chart of Keystone Financial Group investment in Schwab Strategic Tr us aggregate b

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us aggregate b 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 us aggregate b by Keystone Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $222k 9.4k 23.47
2025-06-30 $281k 12k 22.98
2025-03-31 $262k 11k 22.97
2024-12-31 $315k 14k 22.70

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)
Fb Finl (FBK)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Blackrock Etf Trust Ii Ishares Intermed (INMU)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Mun Bd Fds Short Tax Exempt (VSDM)
Ishares U S Etf Tr Short Maturity M (MEAR)
Blackrock Etf Trust Ii Ishares Total Re (BRTR)
Ishares Tr Short Treas Bd (SHV)

View all positions for Keystone Financial Group

Top funds holding Schwab Strategic Tr us aggregate b

Jpmorgan Chase & Co
Rockbridge Investment Management, LCC
Honkamp Krueger Financial Services
Ameriprise Financial
Charles Schwab Trust
Financial Engines Advisors L.L.C
Total Wealth Planning
HighTower Advisors
Wealth Enhancement Advisory Services
Envestnet Asset Management
Resources Investment Advisors
Goldman Sachs Group
Kohmann Bosshard Financial Services
Pioneer Wealth Management Group
BlueSky Wealth Advisors

View all funds holding Schwab Strategic Tr us aggregate b