Kistler Tiffany Companies, LLC Schwab Strategic U.S. Mid Cap Transaction History
Kistler Tiffany Companies, LLC
- $615 Million
- Q2 2023
A detailed history of Kistler Tiffany Companies, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Kistler Tiffany Companies, LLC holds 16,821 shares of SCHM stock, worth $491,173. This represents 0.19% of its overall portfolio holdings.
Number of Shares
16,821
Previous 18,898
10.99%
Holding current value
$491,173
Previous $1.28 Million
6.86%
% of portfolio
0.19%
Previous 0.24%
Shares
22 transactions
Others Institutions Holding SCHM
# of Institutions
932Shares Held
95.7MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$620 Million3.68% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$287 Million0.81% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$92.7 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$66.6 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$65.1 Million2.77% of portfolio