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
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 01, 2023

SELL
$65.29 - $71.03 $135,607 - $147,529
-2,077 Reduced 10.99%
16,821 $1.19 Million
Q1 2023

May 03, 2023

SELL
$64.24 - $73.9 $54,282 - $62,445
-845 Reduced 4.28%
18,898 $1.28 Million
Q4 2022

Jan 27, 2023

SELL
$61.05 - $69.94 $22,344 - $25,598
-366 Reduced 1.82%
19,743 $1.3 Million
Q3 2022

Nov 09, 2022

BUY
$60.5 - $72.51 $242 - $290
4 Added 0.02%
20,109 $1.22 Million
Q2 2022

Aug 08, 2022

BUY
$60.91 - $76.4 $11,207 - $14,057
184 Added 0.92%
20,105 $1.26 Million
Q1 2022

May 11, 2022

SELL
$70.66 - $80.89 $68,610 - $78,544
-971 Reduced 4.65%
19,921 $1.51 Million
Q4 2021

Jan 25, 2022

SELL
$76.01 - $83.39 $19,306 - $21,181
-254 Reduced 1.2%
20,892 $1.68 Million
Q3 2021

Nov 10, 2021

BUY
$74.65 - $80.95 $149 - $161
2 Added 0.01%
21,146 $1.62 Million
Q2 2021

Aug 04, 2021

SELL
$74.64 - $79.12 $22,168 - $23,498
-297 Reduced 1.39%
21,144 $1.66 Million
Q1 2021

May 07, 2021

SELL
$67.07 - $76.85 $106,842 - $122,422
-1,593 Reduced 6.92%
21,441 $1.6 Million
Q4 2020

Feb 03, 2021

BUY
$55.93 - $68.45 $167 - $205
3 Added 0.01%
23,034 $1.57 Million
Q3 2020

Nov 03, 2020

SELL
$51.99 - $58.83 $152,694 - $172,783
-2,937 Reduced 11.31%
23,031 $1.28 Million
Q2 2020

Jul 20, 2020

SELL
$39.01 - $57.03 $221,186 - $323,360
-5,670 Reduced 17.92%
25,968 $1.37 Million
Q4 2019

Jan 14, 2020

SELL
$54.56 - $60.24 $53,032 - $58,553
-972 Reduced 2.98%
31,638 $1.9 Million
Q3 2019

Oct 18, 2019

BUY
$56.23 - $57.59 $659,184 - $675,127
11,723 Added 56.13%
32,610 $1.84 Million
Q2 2019

Jul 22, 2019

BUY
N/A
14,715 Added 238.42%
20,887 $1.19 Million
Q1 2019

Apr 16, 2019

BUY
N/A
1,121 Added 22.19%
6,172 $342,000
Q4 2018

Jan 14, 2019

BUY
N/A
1,417 Added 38.99%
5,051 $242,000
Q3 2018

Oct 19, 2018

BUY
N/A
704 Added 24.03%
3,634 $210,000
Q1 2018

Apr 06, 2018

BUY
N/A
2 Added 0.07%
2,930 $155,000
Q4 2017

Jan 11, 2018

BUY
N/A
4 Added 0.14%
2,928 $156,000
Q3 2017

Oct 19, 2017

BUY
N/A
2,924
2,924 $147,000

Others Institutions Holding SCHM

About SCHWAB STRATEGIC U.S. MID-CAP


  • Ticker SCHM
  • Sector ETFs
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