Keystone Financial Planning, Inc.'s ownership history for SCHD

Keystone Financial Planning, Inc. currently holds 6.2M shares with a market value of $167.9M. It started holding SCHD on 2024-09-30. At its peak, it held 6.3M shares on 2025-06-30. Its highest holding value was $168.1M on 2025-06-30. At its lowest, it held 1.9M shares on 2024-09-30, with a value of $146.6M on 2024-12-31. In the recent 180 days, Keystone Financial Planning, Inc. has increased its shares by 662.4K. In the recent year, Keystone Financial Planning, Inc. has increased its shares by 4.3M.