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Disclosery

Keystone Financial Planning, Inc.: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Keystone Financial Planning, Inc. on SCHD, newest first. How the timeline and the estimate are built.

Keystone Financial Planning, Inc. held 6,279,518 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,279,518 shares
    Change vs previous 13F +29,169 shares

    50.58% of the 13F portfolio, value $204,272,709.

    13F-HR 0001596906-26-000006 filed by Keystone Financial Planning, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,250,349 shares
    Change vs previous 13F -513,358 shares

    51.09% of the 13F portfolio, value $198,198,582.

    13F-HR 0001596906-26-000004 filed by Keystone Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 6,763,707 shares
    Change vs previous 13F +725,957 shares

    55.43% of the 13F portfolio, value $207,510,542.

    13F-HR 0001596906-26-000003 filed by Keystone Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 6,037,750 shares
    Change vs previous 13F -113,004 shares

    48.03% of the 13F portfolio, value $165,615,470.

    13F-HR 0001596906-26-000001 filed by Keystone Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 6,150,754 shares
    Change vs previous 13F -191,864 shares

    48.8% of the 13F portfolio, value $167,915,583.

    13F-HR 0001596906-25-000011 filed by Keystone Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 6,342,618 shares
    Change vs previous 13F +854,298 shares

    50.81% of the 13F portfolio, value $168,079,367.

    13F-HR 0001596906-25-000007 filed by Keystone Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 5,488,320 shares
    Change vs previous 13F +122,693 shares

    45.72% of the 13F portfolio, value $153,453,422.

    13F-HR 0001596906-25-000002 filed by Keystone Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 5,365,627 shares
    Change vs previous 13F not available

    45.47% of the 13F portfolio, value $146,588,919.

    13F-HR 0001596906-25-000001 filed by Keystone Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).