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 $146 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
$146 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$925 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$841 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$767 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$739 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$684 Million4.66% of portfolio