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Disclosery

Keystone Financial Services: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Keystone Financial Services on SCHW, newest first. How the timeline and the estimate are built.

Keystone Financial Services held 22,065 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,065 shares
    Change vs previous 13F +388 shares

    0.52% of the 13F portfolio, value $2,035,913.

    13F-HR 0001986152-26-000106 filed by Keystone Financial Services
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 21,677 shares
    Change vs previous 13F +1,515 shares

    0.6% of the 13F portfolio, value $2,037,185.

    13F-HR 0001986152-26-000061 filed by Keystone Financial Services
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 20,162 shares
    Change vs previous 13F -207 shares

    0.61% of the 13F portfolio, value $2,014,374.

    13F-HR 0001986152-26-000029 filed by Keystone Financial Services
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 20,369 shares
    Change vs previous 13F +1,092 shares

    0.6% of the 13F portfolio, value $1,944,605.

    13F-HR 0001986152-25-000108 filed by Keystone Financial Services
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 19,277 shares
    Change vs previous 13F +823 shares

    0.6% of the 13F portfolio, value $1,758,833.

    13F-HR 0001865158-25-000004 filed by Keystone Financial Services
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 18,454 shares
    Change vs previous 13F -231 shares

    0.55% of the 13F portfolio, value $1,444,593.

    13F-HR 0001865158-25-000002 filed by Keystone Financial Services
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 18,685 shares
    Change vs previous 13F +310 shares

    0.53% of the 13F portfolio, value $1,382,897.

    13F-HR 0001865158-25-000001 filed by Keystone Financial Services
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 18,375 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $1,190,914.

    13F-HR 0001865158-24-000005 filed by Keystone Financial Services
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).