Kistler-Tiffany Companies’s Schwab US Large- Cap ETF SCHX Stock Holding History

Kistler-Tiffany Companies’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$2.18M	Hold	124,950	–	–	0.35%	56
2023 Q1	$2.01M	Sell	124,950 -825	-0.7%	-$13K	0.38%	53
2022 Q4	$1.89M	Buy	125,775 +118,647	+1,665%	+$1.8M	0.39%	56
2022 Q3	$101K	Buy	7,128 +429	+6%	+$6.73K	0.02%	281
2022 Q2	$100K	Buy	+6,699	New	+$109K	0.02%	287

Other funds holding SCHX

CSIA

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Kistler-Tiffany Companies held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2023 at 124,950 shares worth $2.18M. The position accounts for 0.35% of the portfolio, ranked #56.

Kistler-Tiffany Companies first reported a position in SCHX in Q2 2022 and has held it in 5 quarters since. 1,071 funds tracked by Wall St. Rank hold SCHX as of Q2 2023.

Kistler-Tiffany Companies held 124,950 shares of Schwab US Large- Cap ETF worth $2.18M as of Q2 2023.
Kistler-Tiffany Companies left its Schwab US Large- Cap ETF share count unchanged in Q2 2023.
Schwab US Large- Cap ETF made up 0.35% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #56 holding.
Kistler-Tiffany Companies first reported a position in Schwab US Large- Cap ETF in Q2 2022 and has held it in 5 quarters since.
1,071 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2023.

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