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Keystone Financial Group (Kentucky)’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Keystone Financial Group (Kentucky)’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$766K Buy
24,141
+9,729
+68% +$309K 0.05% 260
2026
Q1 		$442K Buy
14,412
+1,798
+14% +$54.5K 0.03% 318
2025
Q4 		$346K Buy
12,614
+3,628
+40% +$98.6K 0.03% 320
2025
Q3 		$245K Sell
8,986
-349
-4% -$9.52K 0.02% 364
2025
Q2 		$247K Buy
9,335
+26
+0.3% +$679 0.02% 358
2025
Q1 		$260K Buy
9,309
+122
+1% +$3.4K 0.03% 321
2024
Q4 		$251K Buy
9,187
+445
+5% +$12.7K 0.02% 324
2024
Q3 		$246K Buy
+8,742
New +$238K 0.03% 311
2024
Q2 		– Sell
-8,616
Closed -$232K – 273
2024
Q1 		$232K Buy
8,616
+15
+0.2% +$388 0.03% 303
2023
Q4 		$218K Sell
8,601
-2,169
-20% -$51.7K 0.04% 273
2023
Q3 		$254K Buy
10,770
+21
+0.2% +$515 0.04% 234
2023
Q2 		$260K Buy
+10,749
New +$257K 0.04% 239
2022
Q4 		$301K Buy
11,961
+3
+0% +$74 0.06% 201
2022
Q3 		$265K Buy
11,958
+3
+0% +$73 0.05% 220
2022
Q2 		$285K Sell
11,955
-4,626
-28% -$118K 0.06% 216
2022
Q1 		$436K Hold
16,581
– – 0.07% 170
2021
Q4 		$447K Buy
16,581
+3
+0% +$78 0.07% 178
2021
Q3 		$410K Buy
16,578
+1,746
+12% +$44.4K 0.07% 184
2021
Q2 		$374K Sell
14,832
-162
-1% -$4.09K 0.07% 190
2021
Q1 		$364K Buy
14,994
+3
+0% +$68 0.07% 182
2020
Q4 		$321K Buy
14,991
+2,673
+22% +$54.2K 0.07% 187
2020
Q3 		$227K Sell
12,318
-297
-2% -$5.46K 0.06% 216
2020
Q2 		$218K Buy
+12,615
New +$213K 0.06% 205
2020
Q1 		– Sell
-11,940
Closed -$231K – 241
2019
Q4 		$231K Sell
11,940
-11,364
-49% -$213K 0.06% 219
2019
Q3 		$426K Sell
23,304
-10,932
-32% -$196K 0.13% 134
2019
Q2 		$606K Sell
34,236
-5,217
-13% -$91.8K 0.2% 109
2019
Q1 		$688K Sell
39,453
-5,619
-12% -$94.5K 0.24% 98
2018
Q4 		$706K Sell
45,072
-22,800
-34% -$380K 0.32% 81
2018
Q3 		$1.2M Sell
67,872
-10,611
-14% -$184K 0.49% 63
2018
Q2 		$1.29M Sell
78,483
-16,014
-17% -$264K 0.72% 42
2018
Q1 		$1.51M Sell
94,497
-10,278
-10% -$175K 0.84% 33
2017
Q4 		$1.85M Buy
+104,775
New +$1.72M 1.15% 20

Other funds holding SCHD

SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s SCHD Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) increased its Schwab US Dividend Equity ETF (SCHD) stake by 68% in Q2 2026, buying an estimated $309K and bringing the position to 24,141 shares worth $766K. The position accounts for 0.05% of the portfolio, ranked #260.

Keystone Financial Group (Kentucky) first reported a position in SCHD in Q4 2017 and has held it in 32 quarters since. The position peaked at $1.85M in Q4 2017. 2,148 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 24,141 shares of Schwab US Dividend Equity ETF worth $766K as of Q2 2026.
  • Keystone Financial Group (Kentucky) bought 9,729 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $309K.
  • Schwab US Dividend Equity ETF made up 0.05% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #260 holding.
  • Keystone Financial Group (Kentucky) first reported a position in Schwab US Dividend Equity ETF in Q4 2017 and has held it in 32 quarters since.
  • Keystone Financial Group (Kentucky)'s Schwab US Dividend Equity ETF position peaked at $1.85M in Q4 2017.
  • 2,148 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.