Keystone Financial Group, Inc. Schwab Strategic Tr Us Dividen Transaction History
Keystone Financial Group, Inc.
- $157 Billion
- Q2 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 355,740 shares of SCHD stock, worth $9.56 Million. This represents 6.12% of its overall portfolio holdings.
Number of Shares
355,740
Previous 340,661
4.43%
Holding current value
$9.56 Million
Previous $8.7 Billion
10.43%
% of portfolio
6.12%
Previous 6.13%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
2,000Shares Held
897MCall Options Held
4.42MPut Options Held
2.23M-
Kingstone Capital Partners Texas, LLC Frisco, TX38.9MShares$1.05 Billion0.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.04 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$888 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$867 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$794 Million4.98% of portfolio