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Keystone Financial Group, Inc. → SCHW-PJ
Keystone Financial Group, Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
18
Latest value
$12.5M
Q3 2026
Peak value
$12.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $22K |
| Q3 2025 | $584K |
| Q3 2025 | $9.8M |
| Q3 2025 | $222K |
| Q4 2025 | $22K |
| Q4 2025 | $626K |
| Q4 2025 | $10.6M |
| Q4 2025 | $24 |
| Q1 2026 | $23K |
| Q1 2026 | $616K |
| Q1 2026 | $12M |
| Q1 2026 | $24 |
| Q2 2026 | $29K |
| Q2 2026 | $428K |
| Q2 2026 | $12.1M |
| Q3 2026 | $26K |
| Q3 2026 | $427K |
| Q3 2026 | $12.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $12.5M | 384.7K | — | — |
| Q3 2026 | $427K | 13.6K | — | — |
| Q3 2026 | $26K | 792 | — | — |
| Q2 2026 | $12.1M | 380.4K | — | — |
| Q2 2026 | $428K | 13.5K | — | — |
| Q2 2026 | $29K | 790 | — | — |
| Q1 2026 | $24 | 1 | — | — |
| Q1 2026 | $12M | 391.6K | — | — |
| Q1 2026 | $616K | 19.4K | — | — |
| Q1 2026 | $23K | 787 | — | — |
| Q4 2025 | $24 | 1 | — | — |
| Q4 2025 | $10.6M | 385.1K | — | — |
| Q4 2025 | $626K | 21.0K | — | — |
| Q4 2025 | $22K | 786 | — | — |
| Q3 2025 | $222K | 9.4K | — | — |
| Q3 2025 | $9.8M | 358.2K | — | — |
| Q3 2025 | $584K | 20.9K | — | — |
| Q3 2025 | $22K | 783 | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B