Kistler-Tiffany Companies’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $45.3K | Sell |
799
-4,588
| -85% | -$240K | 0.01% | 502 |
|
|
2023
Q1 | $282K | Buy |
5,387
+2,109
| +64% | +$154K | 0.05% | 251 |
|
|
2022
Q4 | $273K | Buy |
3,278
+2,445
| +294% | +$190K | 0.06% | 205 |
|
|
2022
Q3 | $60K | Buy |
833
+615
| +282% | +$42.7K | 0.01% | 358 |
|
|
2022
Q2 | $14K | Buy |
218
+1
| +0.5% | +$69 | ﹤0.01% | 551 |
|
|
2022
Q1 | $18K | Hold |
217
| – | – | ﹤0.01% | 537 |
|
|
2021
Q4 | $18K | Buy |
217
+1
| +0.5% | +$81 | ﹤0.01% | 528 |
|
|
2021
Q3 | $16K | Hold |
216
| – | – | ﹤0.01% | 533 |
|
|
2021
Q2 | $16K | Buy |
216
+1
| +0.5% | +$71 | ﹤0.01% | 515 |
|
|
2021
Q1 | $14K | Hold |
215
| – | – | ﹤0.01% | 497 |
|
|
2020
Q4 | $11K | Buy |
215
+1
| +0.5% | +$45 | ﹤0.01% | 495 |
|
|
2020
Q3 | $8K | Hold |
214
| – | – | ﹤0.01% | 502 |
|
|
2020
Q2 | $7K | Hold |
214
| – | – | ﹤0.01% | 483 |
|
|
2020
Q1 | $10K | Hold |
214
| – | – | ﹤0.01% | 443 |
|
|
2019
Q4 | $10K | Hold |
214
| – | – | ﹤0.01% | 450 |
|
|
2019
Q3 | $9K | Hold |
214
| – | – | ﹤0.01% | 470 |
|
|
2019
Q2 | $9K | Hold |
214
| – | – | ﹤0.01% | 459 |
|
|
2019
Q1 | $9K | Hold |
214
| – | – | ﹤0.01% | 447 |
|
|
2018
Q4 | $9K | Hold |
214
| – | – | ﹤0.01% | 416 |
|
|
2018
Q3 | $11K | Hold |
214
| – | – | ﹤0.01% | 414 |
|
|
2018
Q2 | $11K | Hold |
214
| – | – | ﹤0.01% | 411 |
|
|
2018
Q1 | $11K | Hold |
214
| – | – | ﹤0.01% | 421 |
|
|
2017
Q4 | $11K | Hold |
214
| – | – | ﹤0.01% | 427 |
|
|
2017
Q3 | $9K | Hold |
214
| – | – | ﹤0.01% | 426 |
|
|
2017
Q2 | $9K | Hold |
214
| – | – | ﹤0.01% | 410 |
|
|
2017
Q1 | $9K | Hold |
214
| – | – | ﹤0.01% | 408 |
|
|
2016
Q4 | $8K | Hold |
214
| – | – | ﹤0.01% | 423 |
|
|
2016
Q3 | $7K | Buy |
214
+102
| +91% | +$2.99K | ﹤0.01% | 454 |
|
|
2016
Q2 | $3K | Hold |
112
| – | – | ﹤0.01% | 519 |
|
|
2016
Q1 | $3K | Hold |
112
| – | – | ﹤0.01% | 493 |
|
|
2015
Q4 | $4K | Hold |
112
| – | – | ﹤0.01% | 515 |
|
|
2015
Q3 | $3K | Hold |
112
| – | – | ﹤0.01% | 536 |
|
|
2015
Q2 | $4K | Hold |
112
| – | – | ﹤0.01% | 522 |
|
|
2015
Q1 | $3K | Hold |
112
| – | – | ﹤0.01% | 521 |
|
|
2014
Q4 | $3K | Hold |
112
| – | – | ﹤0.01% | 519 |
|
|
2014
Q3 | $3K | Hold |
112
| – | – | ﹤0.01% | 540 |
|
|
2014
Q2 | $3K | Hold |
112
| – | – | ﹤0.01% | 521 |
|
|
2014
Q1 | $3K | Hold |
112
| – | – | ﹤0.01% | 514 |
|
|
2013
Q4 | $3K | Hold |
112
| – | – | ﹤0.01% | 522 |
|
|
2013
Q3 | $2K | Hold |
112
| – | – | ﹤0.01% | 532 |
|
|
2013
Q2 | $2K | Buy |
+112
| New | +$2.07K | ﹤0.01% | 533 |
|
Other funds holding SCHW
Kistler-Tiffany Companies's SCHW Position: Q2 2023 in Review
Kistler-Tiffany Companies reduced its Charles Schwab (SCHW) stake by 85% in Q2 2023, selling an estimated $240K and leaving 799 shares worth $45.3K. The position accounts for 0.01% of the portfolio, ranked #502.
Kistler-Tiffany Companies first reported a position in SCHW in Q2 2013 and has held it in 41 quarters since. The position peaked at $282K in Q1 2023. 1,773 funds tracked by Wall St. Rank hold SCHW as of Q2 2023.
- Kistler-Tiffany Companies held 799 shares of Charles Schwab worth $45.3K as of Q2 2023.
- Kistler-Tiffany Companies sold 4,588 Charles Schwab shares in Q2 2023, an estimated $240K.
- Charles Schwab made up 0.01% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #502 holding.
- Kistler-Tiffany Companies first reported a position in Charles Schwab in Q2 2013 and has held it in 41 quarters since.
- Kistler-Tiffany Companies's Charles Schwab position peaked at $282K in Q1 2023.
- 1,773 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2023.
Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.