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

Keystone Financial Services, LLC

$147 Billion
Q4 2025

A detailed history of Keystone Financial Services, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Keystone Financial Services, LLC holds 147,611 shares of SCHD stock, worth $4.02 Million. This represents 2.76% of its overall portfolio holdings.

Number of Shares

147,611

Previous 149,066 0.98%

Holding current value

$4.02 Million

Previous $4.07 Billion 0.5%

% of portfolio

2.76%

Previous 2.85%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 27, 2026	SELL	$26.44 - $27.53 $38,470 - $40,056	-1,455 Reduced 0.98%	147,611 $4.05 Billion
Q3 2025 Oct 27, 2025	SELL	$26.38 - $27.95 $82,041 - $86,924	-3,110 Reduced 2.04%	149,066 $4.07 Billion
Q2 2025 Aug 14, 2025	SELL	$24.32 - $27.87 $180,843 - $207,241	-7,436 Reduced 4.66%	152,176 $4.03 Billion
Q1 2025 Apr 25, 2025	BUY	$27.01 - $28.54 $225,803 - $238,594	8,360 Added 5.53%	159,612 $4.46 Billion
Q4 2024 Mar 14, 2025	BUY	$26.93 - $84.95 $4.07 Million - $12.8 Million	151,252 New	151,252 $4.13 Billion

Others Institutions Holding SCHD

# of Institutions

2,067

Shares Held

864M

Call Options Held

4.95M

Put Options Held

2.61M

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About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Keystone Financial Services, LLC Schwab Strategic Tr Us Dividen Transaction History