Keystone Financial Group Schwab Strategic Tr Intl Small Transaction History

Keystone Financial Group

$675 Million
Q1 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 13, 2022	SELL	N/A	-4,893 Closed	0 $0
Q4 2021 Feb 11, 2022	SELL	N/A	-369 Reduced 7.01%	4,893 $200,000
Q2 2021 Aug 13, 2021	BUY	N/A	13 Added 0.25%	5,262 $219,000
Q1 2021 May 11, 2021	BUY	N/A	5,249 New	5,249 $207,000

Others Institutions Holding SCHC

# of Institutions

405

Shares Held

88.1M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Advisory, Inc. San Francisco, CA

39.2M
Shares

$1.4 Billion
1.93% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

4.42M
Shares

$157 Million
0.11% of portfolio
Savant Capital, LLC

3.64M
Shares

$130 Million
1.51% of portfolio
Tiaa Trust, National Association Charlotte, NC

2.27M
Shares

$80.9 Million
0.25% of portfolio
Envestnet Asset Management Inc

1.82M
Shares

$64.9 Million
0.02% of portfolio

About SCHWAB STRATEGIC TR INTL SMALL

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