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Keystone Financial Group (Kentucky)’s Schwab International Equity ETF SCHF Stock Holding History

Keystone Financial Group (Kentucky)’s Portfolio SCHF Stock Details SCHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$405K Sell
16,348
-1
-0% -$25 0.03% 337
2025
Q4 		$393K Buy
16,349
+117
+0.7% +$2.78K 0.03% 298
2025
Q3 		$378K Hold
16,232
– – 0.03% 281
2025
Q2 		$359K Buy
16,232
+22
+0.1% +$458 0.03% 280
2025
Q1 		$321K Sell
16,210
-24
-0.1% -$471 0.03% 278
2024
Q4 		$300K Buy
16,234
+34
+0.2% +$664 0.03% 294
2024
Q3 		$333K Buy
+16,200
New +$320K 0.04% 264
2024
Q2 		– Sell
-16,172
Closed -$315K – 274
2024
Q1 		$315K Buy
16,172
+182
+1% +$3.4K 0.05% 250
2023
Q4 		$295K Buy
15,990
+60
+0.4% +$1.04K 0.05% 220
2023
Q3 		$270K Hold
15,930
– – 0.05% 228
2023
Q2 		$284K Buy
+15,930
New +$283K 0.05% 224
2022
Q4 		$262K Sell
16,238
-1,414
-8% -$22.1K 0.05% 226
2022
Q3 		$248K Sell
17,652
-2,474
-12% -$38.8K 0.05% 230
2022
Q2 		$316K Buy
20,126
+46
+0.2% +$783 0.06% 201
2022
Q1 		$369K Buy
20,080
+6
+0% +$112 0.06% 196
2021
Q4 		$390K Sell
20,074
-746
-4% -$14.6K 0.06% 195
2021
Q3 		$403K Hold
20,820
– – 0.07% 185
2021
Q2 		$411K Buy
20,820
+44
+0.2% +$870 0.07% 177
2021
Q1 		$391K Buy
20,776
+62
+0.3% +$1.16K 0.08% 176
2020
Q4 		$373K Buy
20,714
+242
+1% +$4.08K 0.08% 170
2020
Q3 		$321K Buy
20,472
+5,300
+35% +$83.2K 0.08% 173
2020
Q2 		$226K Buy
+15,172
New +$213K 0.06% 201
2020
Q1 		– Sell
-14,610
Closed -$246K – 242
2019
Q4 		$246K Buy
14,610
+60
+0.4% +$987 0.07% 206
2019
Q3 		$232K Hold
14,550
– – 0.07% 206
2019
Q2 		$233K Hold
14,550
– – 0.08% 199
2019
Q1 		$228K Sell
14,550
-800
-5% -$12.2K 0.08% 194
2018
Q4 		$218K Buy
15,350
+252
+2% +$3.86K 0.1% 164
2018
Q3 		$254K Hold
15,098
– – 0.1% 161
2018
Q2 		$247K Hold
15,098
– – 0.14% 136
2018
Q1 		$250K Sell
15,098
-7,060
-32% -$122K 0.14% 127
2017
Q4 		$401K Buy
+22,158
New +$377K 0.25% 74

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Financial Engines Advisors
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Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s SCHF Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) reduced its Schwab International Equity ETF (SCHF) stake by 0.01% in Q1 2026, selling an estimated $25 and leaving 16,348 shares worth $405K. The position accounts for 0.03% of the portfolio, ranked #337.

Keystone Financial Group (Kentucky) first reported a position in SCHF in Q4 2017 and has held it in 31 quarters since. The position peaked at $411K in Q2 2021. 1,590 funds tracked by Wall St. Rank hold SCHF as of Q1 2026.

  • Keystone Financial Group (Kentucky) held 16,348 shares of Schwab International Equity ETF worth $405K as of Q1 2026.
  • Keystone Financial Group (Kentucky) sold 1 Schwab International Equity ETF share in Q1 2026, an estimated $25.
  • Schwab International Equity ETF made up 0.03% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #337 holding.
  • Keystone Financial Group (Kentucky) first reported a position in Schwab International Equity ETF in Q4 2017 and has held it in 31 quarters since.
  • Keystone Financial Group (Kentucky)'s Schwab International Equity ETF position peaked at $411K in Q2 2021.
  • 1,590 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.