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 $291,535. This represents 0.12% of its overall portfolio holdings.
Number of Shares
10,386
Previous 11,129
6.68%
Holding current value
$291,535
Previous $814,000
7.37%
% of portfolio
0.12%
Previous 0.16%
Shares
9 transactions
Others Institutions Holding SCHD
# of Institutions
1,803Shares Held
391MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$753 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$324 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$311 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$259 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$239 Million4.81% of portfolio