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 $483,603. This represents 0.19% of its overall portfolio holdings.

Number of Shares
16,821
Previous 18,898 10.99%
Holding current value
$483,603
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

# of Institutions
980
Shares Held
173M
Call Options Held
8.1K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
Track This Portfolio

Track Kistler Tiffany Companies, LLC Portfolio

Follow Kistler Tiffany Companies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kistler Tiffany Companies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kistler Tiffany Companies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email