Kistler-Tiffany Companies’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Kistler-Tiffany Companies’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 Q2	$754K	Sell	31,158 -2,229	-7%	-$53.3K	0.12%	141
2023 Q1	$814K	Sell	33,387 -4,884	-13%	-$122K	0.15%	109
2022 Q4	$964K	Sell	38,271 -25,575	-40%	-$631K	0.2%	95
2022 Q3	$1.41M	Sell	63,846 -3,240	-5%	-$78.7K	0.32%	57
2022 Q2	$1.6M	Buy	67,086 +2,325	+4%	+$59.1K	0.35%	49
2022 Q1	$1.7M	Sell	64,761 -3,600	-5%	-$94.3K	0.32%	56
2021 Q4	$1.84M	Sell	68,361 -9,756	-12%	-$253K	0.36%	49
2021 Q3	$1.93M	Buy	78,117 +6,219	+9%	+$158K	0.44%	43
2021 Q2	$1.81M	Buy	+71,898	New	+$1.82M	0.42%	44

Other funds holding SCHD

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

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

AAS

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

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

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

Kistler-Tiffany Companies's SCHD Position: Q2 2023 in Review

Kistler-Tiffany Companies reduced its Schwab US Dividend Equity ETF (SCHD) stake by 6.7% in Q2 2023, selling an estimated $53.3K and leaving 31,158 shares worth $754K. The position accounts for 0.12% of the portfolio, ranked #141.

Kistler-Tiffany Companies first reported a position in SCHD in Q2 2021 and has held it in 9 quarters since. The position peaked at $1.93M in Q3 2021. 1,373 funds tracked by Wall St. Rank hold SCHD as of Q2 2023.

Kistler-Tiffany Companies held 31,158 shares of Schwab US Dividend Equity ETF worth $754K as of Q2 2023.
Kistler-Tiffany Companies sold 2,229 Schwab US Dividend Equity ETF shares in Q2 2023, an estimated $53.3K.
Schwab US Dividend Equity ETF made up 0.12% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #141 holding.
Kistler-Tiffany Companies first reported a position in Schwab US Dividend Equity ETF in Q2 2021 and has held it in 9 quarters since.
Kistler-Tiffany Companies's Schwab US Dividend Equity ETF position peaked at $1.93M in Q3 2021.
1,373 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.