Keystone Financial Group, Inc. Schwab Us Aggregate Bond ETF Transaction History

Keystone Financial Group, Inc.

  • $177 Billion
  • Q3 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 9,439 shares of SCHZ stock, worth $220,872. This represents 0.12% of its overall portfolio holdings.

Number of Shares
9,439
Previous 12,246 22.92%
Holding current value
$220,872
Previous $281 Million 21.28%
% of portfolio
0.12%
Previous 0.18%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
SELL
$22.9 - $23.58 $64,280 - $66,189
-2,807 Reduced 22.92%
9,439 $222 Million
Q2 2025

Jul 21, 2025
BUY
$22.68 - $23.28 $18,937 - $19,438
835 Added 7.32%
12,246 $281 Million
Q1 2025

May 07, 2025
SELL
$22.46 - $23.26 $54,959 - $56,917
-2,447 Reduced 17.66%
11,411 $262 Million
Q4 2024

Jan 28, 2025
BUY
$22.63 - $47.53 $313,606 - $658,670
13,858 New
13,858 $315 Million

Others Institutions Holding SCHZ

# of Institutions
707
Shares Held
174M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB US AGGREGATE BOND ETF

SCHZ Quotes by TradingView
  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
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