TCTC Holdings’s Schwab US Dividend Equity ETF SCHD Stock Holding History

TCTC Holdings’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 Q4	–	Sell	-969	Closed	-$22.9K	–	519
2023 Q3	$22.9K	Buy	+969	New	+$23.8K	﹤0.01%	314

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

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

AAS

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

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

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

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

WANY

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

TCTC Holdings's SCHD Position: Q4 2023 in Review

TCTC Holdings sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2023, closing a stake of 969 shares — an estimated $22.9K sold.

TCTC Holdings first reported a position in SCHD in Q3 2023 and held it in 1 quarter. The position peaked at $22.9K in Q3 2023. 1,523 funds tracked by Wall St. Rank hold SCHD as of Q4 2023.

TCTC Holdings reported no remaining Schwab US Dividend Equity ETF position as of Q4 2023 after selling out during the quarter.
TCTC Holdings sold 969 Schwab US Dividend Equity ETF shares in Q4 2023, an estimated $22.9K.
TCTC Holdings first reported a position in Schwab US Dividend Equity ETF in Q3 2023 and held it in 1 quarter.
TCTC Holdings's Schwab US Dividend Equity ETF position peaked at $22.9K in Q3 2023.
1,523 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2023.

Based on TCTC Holdings's 13F filing for Q4 2023, filed 9 Feb 2024.