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

Keystone Wealth Services, LLC

$418 Million
Q3 2025

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 17,714 shares of SCHD stock, worth $482,529. This represents 0.12% of its overall portfolio holdings.

Number of Shares

17,714

Previous 18,158 2.45%

Holding current value

$482,529

Previous $481,000 0.42%

% of portfolio

0.12%

Previous 0.13%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	SELL	$26.38 - $27.95 $11,712 - $12,409	-444 Reduced 2.45%	17,714 $483,000
Q2 2025 Jul 09, 2025	BUY	$24.32 - $27.87 $80,377 - $92,110	3,305 Added 22.25%	18,158 $481,000
Q1 2025 Apr 17, 2025	BUY	$27.01 - $28.54 $3,592 - $3,795	133 Added 0.9%	14,853 $409,000
Q4 2024 Feb 06, 2025	BUY	$26.93 - $84.95 $275,736 - $869,803	10,239 Added 228.5%	14,720 $402,000
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

2,059

Shares Held

873M

Call Options Held

4.95M

Put Options Held

2.61M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Keystone Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Keystone Wealth Services, LLC with notifications on news.

Account

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