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Keystone Global Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Keystone Global Partners’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
2025
Q2 		– Sell
-1,992
Closed -$55.7K – 199
2025
Q1 		$55.7K Buy
+1,992
New +$55.5K 0.04% 68

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Morgan Stanley
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Envestnet Asset Management
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Raymond James Financial
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Northwestern Mutual Wealth Management
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Keystone Global Partners's SCHD Position: Q2 2025 in Review

Keystone Global Partners sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2025, closing a stake of 1,992 shares — an estimated $55.7K sold.

Keystone Global Partners first reported a position in SCHD in Q1 2025 and held it in 1 quarter. The position peaked at $55.7K in Q1 2025. 1,800 funds tracked by Wall St. Rank hold SCHD as of Q2 2025.

  • Keystone Global Partners reported no remaining Schwab US Dividend Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Keystone Global Partners sold 1,992 Schwab US Dividend Equity ETF shares in Q2 2025, an estimated $55.7K.
  • Keystone Global Partners first reported a position in Schwab US Dividend Equity ETF in Q1 2025 and held it in 1 quarter.
  • Keystone Global Partners's Schwab US Dividend Equity ETF position peaked at $55.7K in Q1 2025.
  • 1,800 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2025.

Based on Keystone Global Partners's 13F filing for Q2 2025, filed 17 Jul 2025.