Keystone Financial Services, LLC Schwab Strategic Tr Us Small C Transaction History

Keystone Financial Services, LLC

  • $143 Billion
  • Q3 2025

A detailed history of Keystone Financial Services, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Keystone Financial Services, LLC holds 12,730 shares of SCHA stock, worth $349,183. This represents 0.25% of its overall portfolio holdings.

Number of Shares
12,730
Previous 12,986 1.97%
Holding current value
$349,183
Previous $329 Million 8.1%
% of portfolio
0.25%
Previous 0.25%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
SELL
$25.29 - $28.33 $6,474 - $7,252
-256 Reduced 1.97%
12,730 $355 Million
Q2 2025

Aug 14, 2025
BUY
$20.42 - $25.3 $30,487 - $37,772
1,493 Added 12.99%
12,986 $329 Million
Q1 2025

Apr 25, 2025
BUY
$23.16 - $27.04 $266,177 - $310,770
11,493 New
11,493 $269 Million

Others Institutions Holding SCHA

# of Institutions
1,325
Shares Held
260M
Call Options Held
104K
Put Options Held
2.1K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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