A detailed history of Kistler Tiffany Companies, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Kistler Tiffany Companies, LLC holds 799 shares of SCHW stock, worth $59,797. This represents 0.01% of its overall portfolio holdings.

Number of Shares
799
Previous 5,387 85.17%
Holding current value
$59,797
Previous $282,000 84.04%
% of portfolio
0.01%
Previous 0.05%

Shares

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

Aug 01, 2023

SELL
$47.37 - $57.14 $217,333 - $262,158
-4,588 Reduced 85.17%
799 $45,000
Q1 2023

May 03, 2023

BUY
$51.91 - $85.6 $109,478 - $180,530
2,109 Added 64.34%
5,387 $282,000
Q4 2022

Jan 27, 2023

BUY
$67.43 - $83.26 $164,866 - $203,570
2,445 Added 293.52%
3,278 $272,000
Q3 2022

Nov 09, 2022

BUY
$21.16 - $74.92 $13,013 - $46,075
615 Added 282.11%
833 $60,000
Q2 2022

Aug 08, 2022

BUY
$59.99 - $83.83 $59 - $83
1 Added 0.46%
218 $14,000
Q4 2021

Jan 25, 2022

BUY
$73.23 - $85.82 $73 - $85
1 Added 0.46%
217 $18,000
Q2 2021

Aug 04, 2021

BUY
$63.69 - $76.01 $63 - $76
1 Added 0.47%
216 $16,000
Q4 2020

Feb 03, 2021

BUY
$36.75 - $53.04 $36 - $53
1 Added 0.47%
215 $11,000
Q3 2017

Oct 19, 2017

BUY
$38.11 - $44.04 $8,155 - $9,424
214
214 $9,000

Others Institutions Holding SCHW

About SCHWAB CHARLES CORP


  • Ticker SCHW
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,817,789,952
  • Market Cap $136B
  • Description
  • The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking ...
More about SCHW
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.