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

Keystone Financial Group, Inc.

$177 Billion
Q3 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 358,233 shares of SCHD stock, worth $9.76 Million. This represents 5.51% of its overall portfolio holdings.

Number of Shares

358,233

Previous 355,740 0.7%

Holding current value

$9.76 Million

Previous $9.61 Billion 1.74%

% of portfolio

5.51%

Previous 6.12%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	BUY	$26.38 - $27.95 $65,765 - $69,679	2,493 Added 0.7%	358,233 $9.78 Billion
Q2 2025 Jul 21, 2025	BUY	$24.32 - $27.87 $366,721 - $420,251	15,079 Added 4.43%	355,740 $9.61 Billion
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

2,058

Shares Held

872M

Call Options Held

4.95M

Put Options Held

2.61M

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About SCHWAB STRATEGIC TR US DIVIDEN

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