Keystone Financial Group, Inc. Schwab Strategic Tr Intl Divid Transaction History
Keystone Financial Group, Inc.
- $142 Billion
- Q1 2025
A detailed history of Keystone Financial Group, Inc. transactions in Schwab Strategic Tr Intl Divid stock. As of the latest transaction made, Keystone Financial Group, Inc. holds 30,096 shares of SCHY stock, worth $815,300. This represents 0.57% of its overall portfolio holdings.
Number of Shares
30,096
Previous 41,101
26.78%
Holding current value
$815,300
Previous $950 Million
15.47%
% of portfolio
0.57%
Previous 0.77%
Shares
2 transactions
Others Institutions Holding SCHY
# of Institutions
131Shares Held
11.1MCall Options Held
300Put Options Held
0-
Cresset Asset Management, LLC Chicago, IL3.17MShares$86 Million0.46% of portfolio
-
Summit Asset Management, LLC Memphis, TN658KShares$17.8 Million2.92% of portfolio
-
High Tower Advisors, LLC Chicago, IL484KShares$13.1 Million0.02% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ481KShares$13 Million0.03% of portfolio
-
Le Conte Wealth Management, LLC Maryville, TN413KShares$11.2 Million6.67% of portfolio