Keystone Financial Group, Inc. Schwab Strategic Tr Us Dividen Transaction History

Keystone Financial Group, Inc.

$191 Billion
Q4 2025

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 385,136 shares of SCHD stock, worth $10.5 Million. This represents 5.53% of its overall portfolio holdings.

Number of Shares

385,136

Previous 358,233 7.51%

Holding current value

$10.5 Million

Previous $9.78 Billion 8.02%

% of portfolio

5.53%

Previous 5.51%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 16, 2026	BUY	$26.44 - $27.53 $711,315 - $740,639	26,903 Added 7.51%	385,136 $10.6 Billion
Q3 2025 Oct 20, 2025	BUY	$26.38 - $27.95 $65,765 - $69,679	2,493 Added 0.7%	358,233 $9.78 Billion
Q2 2025 Jul 21, 2025	BUY	$24.32 - $27.87 $366,721 - $420,251	15,079 Added 4.43%	355,740 $9.61 Billion
Q1 2025 May 07, 2025	BUY	$27.01 - $28.54 $1.1 Million - $1.16 Million	40,680 Added 13.56%	340,661 $8.7 Billion
Q4 2024 Jan 28, 2025	BUY	$26.93 - $84.95 $8.08 Million - $25.5 Million	299,981 New	299,981 $8.2 Billion

Others Institutions Holding SCHD

# of Institutions

2,064

Shares Held

867M

Call Options Held

4.95M

Put Options Held

2.61M

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About SCHWAB STRATEGIC TR US DIVIDEN

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Keystone Financial Group, Inc. Schwab Strategic Tr Us Dividen Transaction History