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

Keystone Financial Planning, Inc.

  • $340 Million
  • Q4 2025

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 6,037,750 shares of SCHD stock, worth $164 Million. This represents 48.4% of its overall portfolio holdings.

Number of Shares
6,037,750
Previous 6,150,754 1.84%
Holding current value
$164 Million
Previous $168 Million 2.05%
% of portfolio
48.4%
Previous 50.4%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026
SELL
$26.44 - $27.53 $2.99 Million - $3.11 Million
-113,004 Reduced 1.84%
6,037,750 $164 Million
Q3 2025

Oct 07, 2025
SELL
$26.38 - $27.95 $5.06 Million - $5.36 Million
-191,864 Reduced 3.02%
6,150,754 $168 Million
Q2 2025

Jul 31, 2025
BUY
$24.32 - $27.87 $20.8 Million - $23.8 Million
854,298 Added 15.57%
6,342,618 $168 Million
Q1 2025

Apr 09, 2025
BUY
$27.01 - $28.54 $3.31 Million - $3.5 Million
122,693 Added 2.29%
5,488,320 $151 Million
Q4 2024

Jan 13, 2025
BUY
$26.93 - $84.95 $94.4 Million - $298 Million
3,506,729 Added 188.65%
5,365,627 $147 Million
Q3 2024

Oct 28, 2024
BUY
$77.02 - $85.06 $7.3 Million - $8.06 Million
94,765 Added 5.37%
1,858,898 $157 Million
Q2 2024

Jul 10, 2024
BUY
$75.81 - $80.15 $18.1 Million - $19.1 Million
238,175 Added 15.61%
1,764,133 $137 Million
Q1 2024

Apr 10, 2024
SELL
$75.25 - $80.63 $9.54 Million - $10.2 Million
-126,816 Reduced 7.67%
1,525,958 $123 Million
Q4 2023

Jan 12, 2024
SELL
$66.9 - $76.32 $1.87 Million - $2.14 Million
-28,013 Reduced 1.67%
1,652,774 $126 Million
Q3 2023

Oct 10, 2023
BUY
$70.63 - $75.66 $264,509 - $283,346
3,745 Added 0.22%
1,680,787 $119 Million
Q2 2023

Jul 11, 2023
BUY
$69.18 - $73.94 $13.6 Million - $14.6 Million
197,173 Added 13.32%
1,677,042 $122 Million
Q1 2023

Apr 21, 2023
BUY
$70.28 - $78.03 $6.46 Million - $7.18 Million
91,971 Added 6.63%
1,479,869 $108 Million
Q4 2022

Jan 30, 2023
BUY
$67.16 - $79.06 $11.2 Million - $13.2 Million
166,883 Added 13.67%
1,387,898 $105 Million
Q3 2022

Oct 12, 2022
BUY
$66.43 - $77.87 $11.2 Million - $13.1 Million
167,976 Added 15.95%
1,221,015 $81.1 Million
Q2 2022

Jul 19, 2022
BUY
$70.31 - $80.24 $1.59 Million - $1.82 Million
22,670 Added 2.2%
1,053,039 $75.4 Million
Q1 2022

Apr 28, 2022
BUY
$75.14 - $81.94 $1.72 Million - $1.88 Million
22,933 Added 2.28%
1,030,369 $81.3 Million
Q4 2021

Feb 09, 2022
SELL
$74.93 - $80.86 $8.38 Million - $9.04 Million
-111,855 Reduced 9.99%
1,007,436 $81.4 Million
Q3 2021

Oct 15, 2021
SELL
$74.23 - $78.13 $6.64 Million - $6.99 Million
-89,438 Reduced 7.4%
1,119,291 $83.1 Million
Q2 2021

Aug 13, 2021
BUY
$73.32 - $77.65 $2.01 Million - $2.13 Million
27,460 Added 2.32%
1,208,729 $91.4 Million
Q1 2021

May 07, 2021
BUY
$63.23 - $73.67 $3.57 Million - $4.16 Million
56,479 Added 5.02%
1,181,269 $86.1 Million
Q4 2020

Feb 04, 2021
BUY
$54.8 - $65.16 $11 Million - $13.1 Million
200,382 Added 21.68%
1,124,790 $72.1 Million
Q3 2020

Nov 05, 2020
BUY
$50.37 - $58.54 $33.2 Million - $38.5 Million
658,204 Added 247.26%
924,408 $51.1 Million
Q2 2020

Jul 27, 2020
SELL
$43.56 - $56.5 $7.33 Million - $9.51 Million
-168,263 Reduced 38.73%
266,204 $13.8 Million
Q1 2020

May 05, 2020
BUY
$39.5 - $59.28 $9.08 Million - $13.6 Million
229,967 Added 112.45%
434,467 $19.5 Million
Q4 2019

Feb 06, 2020
BUY
$52.87 - $58.15 $575,066 - $632,497
10,877 Added 5.62%
204,500 $11.8 Million
Q3 2019

Oct 08, 2019
BUY
$54.39 - $55.76 $1.52 Million - $1.56 Million
27,949 Added 16.87%
193,623 $10.6 Million
Q2 2019

Aug 05, 2019
BUY
N/A
15,049 Added 9.99%
165,674 $8.79 Million
Q1 2019

May 15, 2019
BUY
N/A
1,773 Added 1.19%
150,625 $7.88 Million
Q4 2018

Feb 05, 2019
BUY
N/A
3,512 Added 2.42%
148,852 $6.99 Million
Q3 2018

Nov 02, 2018
BUY
N/A
2,847 Added 2.0%
145,340 $7.7 Million
Q2 2018

Aug 06, 2018
BUY
N/A
2,158 Added 1.54%
142,493 $7.02 Million
Q1 2018

May 01, 2018
SELL
N/A
-316 Reduced 0.22%
140,335 $6.88 Million
Q4 2017

Feb 07, 2018
BUY
N/A
160 Added 0.11%
140,651 $7.2 Million
Q3 2017

Nov 08, 2017
BUY
N/A
140,491
140,491 $6.58 Million

Others Institutions Holding SCHD

# of Institutions
2,061
Shares Held
865M
Call Options Held
4.95M
Put Options Held
2.61M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Keystone Financial Planning, Inc. Portfolio

Follow Keystone Financial Planning, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Keystone Financial Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Keystone Financial Planning, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email