Kistler Tiffany Companies, LLC Schwab Strategic Tr Us Dividen Transaction History
Kistler Tiffany Companies, LLC
- $615 Million
- Q2 2023
A detailed history of Kistler Tiffany Companies, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Kistler Tiffany Companies, LLC holds 10,386 shares of SCHD stock, worth $875,124. This represents 0.12% of its overall portfolio holdings.
Number of Shares
10,386
Previous 11,129
6.68%
Holding current value
$875,124
Previous $814,000
7.37%
% of portfolio
0.12%
Previous 0.16%
Shares
9 transactions
Others Institutions Holding SCHD
# of Institutions
1,658Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$942 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$857 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$781 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$753 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$697 Million4.66% of portfolio