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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$246K Sell
2,698
-65
-2% -$5.93K 0.02% 359
2025
Q1 		$216K Sell
2,763
-41
-1% -$3.21K 0.02% 360
2024
Q4 		$208K Buy
+2,804
New +$208K 0.02% 362