Keystone Financial Services, LLC Schwab Strategic U.S. Mid Cap Transaction History
Keystone Financial Services, LLC
- $118 Billion
- Q1 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 10,524 shares of SCHM stock, worth $268,993. This represents 0.23% of its overall portfolio holdings.
Number of Shares
10,524Holding current value
$268,993% of portfolio
0.23%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
1,004Shares Held
283MCall Options Held
45.7KPut Options Held
5.3K-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.5 Billion3.31% of portfolio
-
Creative Planning Overland Park, KS28.9MShares$739 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10MShares$257 Million0.37% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO8.87MShares$227 Million3.25% of portfolio
-
Northwestern Mutual Wealth Management CO8.2MShares$210 Million0.18% of portfolio