CHC
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City Holding Co’s Schwab US Dividend Equity ETF SCHD Stock Holding History

City Holding Co’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
2023
Q3 		– Sell
-1,050
Closed -$25.4K – 523
2023
Q2 		$25.4K Buy
+1,050
New +$25.1K ﹤0.01% 371

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Bank of America
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Morgan Stanley
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Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

City Holding Co's SCHD Position: Q3 2023 in Review

City Holding Co sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2023, closing a stake of 1,050 shares — an estimated $25.4K sold.

City Holding Co first reported a position in SCHD in Q2 2023 and held it in 1 quarter. The position peaked at $25.4K in Q2 2023. 1,379 funds tracked by Wall St. Rank hold SCHD as of Q3 2023.

  • City Holding Co reported no remaining Schwab US Dividend Equity ETF position as of Q3 2023 after selling out during the quarter.
  • City Holding Co sold 1,050 Schwab US Dividend Equity ETF shares in Q3 2023, an estimated $25.4K.
  • City Holding Co first reported a position in Schwab US Dividend Equity ETF in Q2 2023 and held it in 1 quarter.
  • City Holding Co's Schwab US Dividend Equity ETF position peaked at $25.4K in Q2 2023.
  • 1,379 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2023.

Based on City Holding Co's 13F filing for Q3 2023, filed 13 Oct 2023.