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

Keystone Financial Services, LLC

  • $143 Billion
  • Q3 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 149,066 shares of SCHD stock, worth $4.06 Million. This represents 2.85% of its overall portfolio holdings.

Number of Shares
149,066
Previous 152,176 2.04%
Holding current value
$4.06 Million
Previous $4.03 Billion 0.91%
% of portfolio
2.85%
Previous 3.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,056
Shares Held
872M
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
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