Keystone Financial Services, LLC Schwab Strategic U.S. Mid Cap Transaction History

Keystone Financial Services, LLC

  • $143 Billion
  • Q3 2025

A detailed history of Keystone Financial Services, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Keystone Financial Services, LLC holds 11,818 shares of SCHM stock, worth $344,612. This represents 0.25% of its overall portfolio holdings.

Number of Shares
11,818
Previous 11,794 0.2%
Holding current value
$344,612
Previous $331 Million 5.88%
% 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
BUY
$28.15 - $30.13 $675 - $723
24 Added 0.2%
11,818 $350 Million
Q2 2025

Aug 14, 2025
BUY
$22.92 - $28.05 $29,108 - $35,623
1,270 Added 12.07%
11,794 $331 Million
Q1 2025

Apr 25, 2025
BUY
$25.58 - $29.24 $269,203 - $307,721
10,524 New
10,524 $276 Million

Others Institutions Holding SCHM

# of Institutions
1,060
Shares Held
281M
Call Options Held
8.7K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
Track This Portfolio

Track Keystone Financial Services, LLC Portfolio

Follow Keystone Financial Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Keystone Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Keystone Financial Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email