Keystone Financial Planning, Inc. SCHD Holdings History
Keystone Financial Planning, Inc.'s Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, Keystone Financial Planning, Inc. held 5.49 Mil shares of Schwab US Dividend Equity ETF(SCHD), totaling $153.45 Mil. This investment constitutes 45.72% of their stock portfolio, and Keystone Financial Planning, Inc. now holds 0.22% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2013Q4. And since then Keystone Financial Planning, Inc. has made 29 purchases of SCHD, at an average price of $40.24, for a total of 6.22 Mil shares. In addition, there have been 8 sales at an average price of $56.80 for 735,636.00 shares. Based on historical transaction data and SCHD's current price of $26.39, Keystone Financial Planning, Inc.'s estimated gain on his SCHD holdings is $-63.86 Mil, reflecting a -25.49% gain to date.
Keystone Financial Planning, Inc. SCHD ($26.39) Holding Chart
Keystone Financial Planning, Inc. SCHD ($26.39) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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