Keystone Financial Group, Inc. Schwab Strategic Tr Us Dividen Transaction History

Keystone Financial Group, Inc.

  • $142 Billion
  • Q1 2025

A detailed history of Keystone Financial Group, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Keystone Financial Group, Inc. holds 340,661 shares of SCHD stock, worth $8.92 Million. This represents 6.13% of its overall portfolio holdings.

Number of Shares
340,661
Previous 299,981 13.56%
Holding current value
$8.92 Million
Previous $8.2 Billion 6.18%
% of portfolio
6.13%
Previous 6.64%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
BUY
$27.01 - $28.54 $1.1 Million - $1.16 Million
40,680 Added 13.56%
340,661 $8.7 Billion
Q4 2024

Jan 28, 2025
BUY
$26.93 - $84.95 $8.08 Million - $25.5 Million
299,981 New
299,981 $8.2 Billion

Others Institutions Holding SCHD

# of Institutions
1,999
Shares Held
888M
Call Options Held
4.89M
Put Options Held
2.23M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Keystone Financial Group, Inc. Portfolio

Follow Keystone Financial Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Keystone Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Keystone Financial Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email