Keystone Financial Group, Inc. Schwab Us Aggregate Bond ETF Transaction History
Keystone Financial Group, Inc.
- $191 Billion
- Q4 2025
A detailed history of Keystone Financial Group, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Keystone Financial Group, Inc. holds 1 shares of SCHZ stock, worth $23. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1
Previous 9,439
99.99%
Holding current value
$23
Previous $222 Million
99.99%
% of portfolio
0.0%
Previous 0.12%
Shares
5 transactions
Others Institutions Holding SCHZ
# of Institutions
717Shares Held
181MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY12.1MShares$284 Million0.02% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY7.96MShares$186 Million18.44% of portfolio
-
Avantax Planning Partners, Inc.7.18MShares$168 Million4.89% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.23MShares$146 Million0.04% of portfolio
-
Charles Schwab Trust CO6.22MShares$145 Million9.9% of portfolio