KAS
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KPP Advisory Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

KPP Advisory Services’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 		– Sell
-27,372
Closed -$736K – 250
2024
Q1 		$736K Buy
+27,372
New +$707K 0.2% 96
2023
Q4 		– Sell
-85,122
Closed -$2.01M – 194
2023
Q3 		$2.01M Buy
+85,122
New +$2.09M 0.66% 34

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Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

KPP Advisory Services's SCHD Position: Q2 2024 in Review

KPP Advisory Services sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2024, closing a stake of 27,372 shares — an estimated $736K sold.

KPP Advisory Services first reported a position in SCHD in Q3 2023 and held it in 2 quarters. The position peaked at $2.01M in Q3 2023. 1,557 funds tracked by Wall St. Rank hold SCHD as of Q2 2024.

  • KPP Advisory Services reported no remaining Schwab US Dividend Equity ETF position as of Q2 2024 after selling out during the quarter.
  • KPP Advisory Services sold 27,372 Schwab US Dividend Equity ETF shares in Q2 2024, an estimated $736K.
  • KPP Advisory Services first reported a position in Schwab US Dividend Equity ETF in Q3 2023 and held it in 2 quarters.
  • KPP Advisory Services's Schwab US Dividend Equity ETF position peaked at $2.01M in Q3 2023.
  • 1,557 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2024.

Based on KPP Advisory Services's 13F filing for Q2 2024, filed 27 Aug 2024.