Position in SCHW
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$255,531
+$51,715 QoQ
Shares Held
2,719
+33.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Keystone Financial Group holds $1,761,726 across 4 Capital Markets names. SCHW ranks #3 (14.5% of the industry book) .
All Filings in SCHW
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $255,531 | 2,719 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $203,816 | 2,040 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $246,165 | 2,698 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $216,287 | 2,763 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $207,524 | 2,804 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||