Keystone Financial Services, LLC's ownership history for SCHD

Keystone Financial Services, LLC currently holds 147.6K shares with a market value of $4.0M. It started holding SCHD on 2024-12-31. At its peak, it held 159.6K shares on 2025-03-31. Its highest holding value was $4.5M on 2025-03-31. At its lowest, it held 147.6K shares on 2025-12-31, with a value of $4.0M on 2025-06-30. In the recent 180 days, Keystone Financial Services, LLC has decreased its shares by 4.6K. In the recent year, Keystone Financial Services, LLC has decreased its shares by 3.6K.