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Keystone Financial Group (Georgia)’s Schwab US Broad Market ETF SCHB Stock Holding History

Keystone Financial Group (Georgia)’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,127
Closed -$48.3K – 170
2024
Q4 		$48.3K Buy
+2,127
New +$48.6K 0.04% 97

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HWM
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Keystone Financial Group (Georgia)'s SCHB Position: Q1 2025 in Review

Keystone Financial Group (Georgia) sold out of Schwab US Broad Market ETF (SCHB) in Q1 2025, closing a stake of 2,127 shares — an estimated $48.3K sold.

Keystone Financial Group (Georgia) first reported a position in SCHB in Q4 2024 and held it in 1 quarter. The position peaked at $48.3K in Q4 2024. 1,170 funds tracked by Wall St. Rank hold SCHB as of Q1 2025.

  • Keystone Financial Group (Georgia) reported no remaining Schwab US Broad Market ETF position as of Q1 2025 after selling out during the quarter.
  • Keystone Financial Group (Georgia) sold 2,127 Schwab US Broad Market ETF shares in Q1 2025, an estimated $48.3K.
  • Keystone Financial Group (Georgia) first reported a position in Schwab US Broad Market ETF in Q4 2024 and held it in 1 quarter.
  • Keystone Financial Group (Georgia)'s Schwab US Broad Market ETF position peaked at $48.3K in Q4 2024.
  • 1,170 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2025.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q1 2025, filed 7 May 2025.