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 $470,651. This represents 0.19% of its overall portfolio holdings.
Number of Shares
16,821
Previous 18,898
10.99%
Holding current value
$470,651
Previous $1.28 Million
6.86%
% of portfolio
0.19%
Previous 0.24%
Shares
22 transactions
Others Institutions Holding SCHM
# of Institutions
1,006Shares Held
271MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.66 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$800 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$282 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$212 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$209 Million2.94% of portfolio