Kistler-Tiffany Companies’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Kistler-Tiffany Companies’s Portfolio SCHM Stock Details SCHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$1.19M	Sell	50,463 -6,231	-11%	-$140K	0.19%	102
2023 Q1	$1.28M	Sell	56,694 -2,535	-4%	-$58.4K	0.24%	76
2022 Q4	$1.3M	Sell	59,229 -1,098	-2%	-$24.1K	0.27%	71
2022 Q3	$1.22M	Buy	60,327 +12	+0%	+$268	0.28%	66
2022 Q2	$1.26M	Buy	60,315 +552	+0.9%	+$12.7K	0.27%	63
2022 Q1	$1.51M	Sell	59,763 -2,913	-5%	-$73K	0.29%	61
2021 Q4	$1.68M	Sell	62,676 -762	-1%	-$20.3K	0.33%	52
2021 Q3	$1.62M	Buy	63,438 +6	+0%	+$157	0.37%	49
2021 Q2	$1.66M	Sell	63,432 -891	-1%	-$23K	0.38%	47
2021 Q1	$1.6M	Sell	64,323 -4,779	-7%	-$116K	0.41%	45
2020 Q4	$1.57M	Buy	69,102 +9	+0%	+$188	0.45%	39
2020 Q3	$1.28M	Sell	69,093 -8,811	-11%	-$163K	0.41%	42
2020 Q2	$1.37M	Sell	77,904 -17,010	-18%	-$277K	0.48%	36
2020 Q1	$1.9M	Hold	94,914	–	–	0.67%	31
2019 Q4	$1.9M	Sell	94,914 -2,916	-3%	-$56.5K	0.67%	31
2019 Q3	$1.84M	Buy	97,830 +35,169	+56%	+$664K	0.7%	27
2019 Q2	$1.19M	Buy	62,661 +44,145	+238%	+$826K	0.45%	43
2019 Q1	$342K	Buy	18,516 +3,363	+22%	+$60.1K	0.14%	98
2018 Q4	$242K	Buy	15,153 +4,251	+39%	+$74.3K	0.11%	104
2018 Q3	$210K	Buy	10,902 +2,112	+24%	+$40.2K	0.09%	126
2018 Q2	$161K	Hold	8,790	–	–	0.07%	141
2018 Q1	$155K	Buy	8,790 +6	+0.1%	+$108	0.06%	153
2017 Q4	$156K	Buy	8,784 +12	+0.1%	+$207	0.06%	163
2017 Q3	$147K	Buy	8,772 +6	+0.1%	+$98	0.06%	160
2017 Q2	$141K	Buy	8,766 +9	+0.1%	+$143	0.06%	159
2017 Q1	$138K	Buy	8,757 +6	+0.1%	+$94	0.07%	159
2016 Q4	$132K	Buy	8,751 +12	+0.1%	+$176	0.06%	156
2016 Q3	$127K	Sell	8,739 -306	-3%	-$4.42K	0.06%	159
2016 Q2	$127K	Sell	9,045 -2,694	-23%	-$37.1K	0.07%	165
2016 Q1	$159K	Buy	11,739 +12	+0.1%	+$151	0.09%	136
2015 Q4	$157K	Buy	11,727 +9	+0.1%	+$122	0.09%	141
2015 Q3	$152K	Buy	11,718 +9	+0.1%	+$125	0.09%	146
2015 Q2	$166K	Buy	11,709 +4,044	+53%	+$58.5K	0.1%	141
2015 Q1	$110K	Buy	7,665 +2,331	+44%	+$32.5K	0.07%	167
2014 Q4	$72K	Sell	5,334 -1,647	-24%	-$21.7K	0.05%	201
2014 Q3	$90K	Buy	6,981 +4,644	+199%	+$61.5K	0.06%	185
2014 Q2	$31K	Buy	+2,337	New	+$30.1K	0.02%	306

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Kistler-Tiffany Companies's SCHM Position: Q2 2023 in Review

Kistler-Tiffany Companies reduced its Schwab US Mid-Cap ETF (SCHM) stake by 11% in Q2 2023, selling an estimated $140K and leaving 50,463 shares worth $1.19M. The position accounts for 0.19% of the portfolio, ranked #102.

Kistler-Tiffany Companies first reported a position in SCHM in Q2 2014 and has held it in 37 quarters since. The position peaked at $1.9M in Q1 2020. 783 funds tracked by Wall St. Rank hold SCHM as of Q2 2023.

Kistler-Tiffany Companies held 50,463 shares of Schwab US Mid-Cap ETF worth $1.19M as of Q2 2023.
Kistler-Tiffany Companies sold 6,231 Schwab US Mid-Cap ETF shares in Q2 2023, an estimated $140K.
Schwab US Mid-Cap ETF made up 0.19% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #102 holding.
Kistler-Tiffany Companies first reported a position in Schwab US Mid-Cap ETF in Q2 2014 and has held it in 37 quarters since.
Kistler-Tiffany Companies's Schwab US Mid-Cap ETF position peaked at $1.9M in Q1 2020.
783 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.