Keystone Wealth Services, LLC Schwab Strategic Tr Us Dividen Transaction History

Keystone Wealth Services, LLC

  • $336 Million
  • Q3 2024

A detailed history of Keystone Wealth Services, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 4,481 shares of SCHD stock, worth $123,585. This represents 0.11% of its overall portfolio holdings.

Number of Shares
4,481
Previous 4,004 11.91%
Holding current value
$123,585
Previous $311,000 21.54%
% of portfolio
0.11%
Previous 0.1%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
BUY
$77.02 - $85.06 $36,738 - $40,573
477 Added 11.91%
4,481 $378,000
Q2 2024

Jul 12, 2024
BUY
$75.81 - $80.15 $303,543 - $320,920
4,004 New
4,004 $311,000
Q4 2022

Feb 09, 2023
BUY
$67.16 - $79.06 $184,622 - $217,335
2,749 New
2,749 $207,000
Q2 2022

Jul 13, 2022
SELL
$70.31 - $80.24 $183,649 - $209,586
-2,612 Closed
0 $0
Q1 2022

Apr 21, 2022
BUY
$75.14 - $81.94 $196,265 - $214,027
2,612 New
2,612 $206,000

Others Institutions Holding SCHD

# of Institutions
1,760
Shares Held
276M
Call Options Held
1.92M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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