KFGK
SCHW

Keystone Financial Group (Kentucky)’s Charles Schwab SCHW Stock Holding History

Keystone Financial Group (Kentucky)’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$256K Buy
2,719
+679
+33% +$66.6K 0.02% 432
2025
Q4 		$204K Buy
+2,040
New +$194K 0.02% 430
2025
Q3 		– Sell
-2,698
Closed -$246K – 475
2025
Q2 		$246K Sell
2,698
-65
-2% -$5.44K 0.02% 359
2025
Q1 		$216K Sell
2,763
-41
-1% -$3.22K 0.02% 360
2024
Q4 		$208K Buy
+2,804
New +$210K 0.02% 362

Other funds holding SCHW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Keystone Financial Group (Kentucky) increased its Charles Schwab (SCHW) stake by 33% in Q1 2026, buying an estimated $66.6K and bringing the position to 2,719 shares worth $256K. The position accounts for 0.02% of the portfolio, ranked #432.

Keystone Financial Group (Kentucky) first reported a position in SCHW in Q4 2024 and has held it in 5 quarters since. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Keystone Financial Group (Kentucky) held 2,719 shares of Charles Schwab worth $256K as of Q1 2026.
  • Keystone Financial Group (Kentucky) bought 679 Charles Schwab shares in Q1 2026, an estimated $66.6K.
  • Charles Schwab made up 0.02% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #432 holding.
  • Keystone Financial Group (Kentucky) first reported a position in Charles Schwab in Q4 2024 and has held it in 5 quarters since.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

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