Keystone Financial Group, Inc. SCHD Holdings History
Keystone Financial Group, Inc.'s Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, Keystone Financial Group, Inc. held 340,661.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $8.70 Mil. This investment constitutes 6.13% of their stock portfolio, and Keystone Financial Group, Inc. now holds 0.01% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2024Q4. And since then Keystone Financial Group, Inc. has made 1 purchases of SCHD, at an average price of $28.36, for a total of 340,661.00 shares. Based on historical transaction data and SCHD's current price of $27.02, Keystone Financial Group, Inc.'s estimated gain on his SCHD holdings is $-457,958.01, reflecting a -4.74% gain to date.
Keystone Financial Group, Inc. SCHD ($27.02) Holding Chart
Keystone Financial Group, Inc. SCHD ($27.02) 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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