Keystone Financial Planning, Inc. Schwab Strategic Tr Us Dividen Transaction History
Keystone Financial Planning, Inc.
- $301 Million
- Q2 2024
A detailed history of Keystone Financial Planning, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Keystone Financial Planning, Inc. holds 1,764,133 shares of SCHD stock, worth $149 Million. This represents 45.54% of its overall portfolio holdings.
Number of Shares
1,764,133
Previous 1,525,958
15.61%
Holding current value
$149 Million
Previous $123 Million
11.49%
% of portfolio
45.54%
Previous 40.12%
Shares
28 transactions
Others Institutions Holding SCHD
# of Institutions
1,658Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$942 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$857 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$781 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$753 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$697 Million4.66% of portfolio