Keystone Financial Group, Inc. Schwab Strategic Tr Us Dividen Transaction History
Keystone Financial Group, Inc.
- $124 Billion
- Q4 2024
A detailed history of Keystone Financial Group, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Keystone Financial Group, Inc. holds 299,981 shares of SCHD stock, worth $8.38 Million. This represents 6.64% of its overall portfolio holdings.
Number of Shares
299,981Holding current value
$8.38 Million% of portfolio
6.64%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,845Shares Held
469MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$750 Million13.87% of portfolio
-
Wealthspire Advisors, LLC New York, NY15.1MShares$423 Million4.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$322 Million0.45% of portfolio
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Orgel Wealth Management, LLC11.1MShares$309 Million8.18% of portfolio
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Morgan Stanley New York, NY9.23MShares$258 Million0.06% of portfolio