Hershey Financial Advisers’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Hershey Financial Advisers’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
2024 Q2	$9.49K	Buy	+366	New	+$9.53K	0.01%	99

Other funds holding SCHD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Hershey Financial Advisers's SCHD Position: Q2 2024 in Review

Hershey Financial Advisers opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q2 2024: 366 shares worth $9.49K. The stake represents 0.01% of the portfolio and ranks #99 among its holdings.

1,553 funds tracked by Wall St. Rank hold SCHD as of Q2 2024.

Hershey Financial Advisers held 366 shares of Schwab US Dividend Equity ETF worth $9.49K as of Q2 2024.
Schwab US Dividend Equity ETF was a new Hershey Financial Advisers position in Q2 2024.
Schwab US Dividend Equity ETF made up 0.01% of Hershey Financial Advisers's portfolio in Q2 2024, its #99 holding.
1,553 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2024.

Based on Hershey Financial Advisers's 13F filing for Q2 2024, filed 19 Aug 2024.