Tiedemann Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Tiedemann Advisors, LLC

  • $2.31 Billion
  • Q3 2023

A detailed history of Tiedemann Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Tiedemann Advisors, LLC holds 25,083 shares of SCHX stock, worth $1.64 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
25,083
Previous 25,984 3.47%
Holding current value
$1.64 Million
Previous $1.36 Million 6.69%
% of portfolio
0.05%
Previous 0.06%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 14, 2023
SELL
$50.36 - $54.21 $45,374 - $48,843
-901 Reduced 3.47%
25,083 $1.27 Million
Q2 2023

Jul 20, 2023
SELL
$47.67 - $52.37 $14,110 - $15,501
-296 Reduced 1.13%
25,984 $1.36 Million
Q1 2023

Apr 26, 2023
BUY
$44.78 - $49.41 $3,627 - $4,002
81 Added 0.31%
26,280 $1.27 Million
Q4 2022

Feb 08, 2023
SELL
$44.01 - $48.16 $6,073 - $6,646
-138 Reduced 0.52%
26,199 $1.18 Million
Q3 2022

Oct 28, 2022
SELL
N/A
-1,195 Reduced 4.34%
26,337 $1.12 Million
Q2 2022

Aug 03, 2022
BUY
N/A
5,280 Added 23.73%
27,532 $1.23 Million
Q1 2022

Apr 27, 2022
BUY
N/A
11,149 Added 100.41%
22,252 $1.2 Million
Q4 2021

Feb 09, 2022
SELL
N/A
-1,199 Reduced 9.75%
11,103 $1.26 Million
Q3 2021

Nov 12, 2021
BUY
N/A
24 Added 0.2%
12,302 $1.28 Million
Q2 2021

Aug 12, 2021
BUY
N/A
23 Added 0.19%
12,278 $1.28 Million
Q1 2021

May 13, 2021
SELL
N/A
-1,725 Reduced 12.34%
12,255 $1.18 Million
Q4 2020

Feb 16, 2021
BUY
N/A
2,159 Added 18.26%
13,980 $1.27 Million
Q3 2020

Nov 12, 2020
BUY
N/A
47 Added 0.4%
11,821 $954,000
Q2 2020

Nov 12, 2020
BUY
N/A
2,791 Added 31.07%
11,774 $873,000
Q2 2020

Aug 05, 2020
SELL
N/A
-2,760 Reduced 23.5%
8,983 $666,000
Q1 2020

May 07, 2020
SELL
N/A
-548 Reduced 4.46%
11,743 $719,000
Q4 2019

Feb 12, 2020
SELL
N/A
-10,842 Reduced 46.87%
12,291 $944,000
Q3 2019

Nov 06, 2019
SELL
N/A
-22,236 Reduced 49.01%
23,133 $1.64 Million
Q2 2019

Aug 13, 2019
SELL
N/A
-9,363 Reduced 17.11%
45,369 $3.2 Million
Q1 2019

May 13, 2019
BUY
N/A
50 Added 0.09%
54,732 $3.7 Million
Q4 2018

Feb 13, 2019
BUY
N/A
20,069 Added 57.98%
54,682 $3.27 Million
Q3 2018

Nov 13, 2018
SELL
N/A
-628 Reduced 1.78%
34,613 $2.41 Million
Q2 2018

Aug 14, 2018
SELL
N/A
-9,740 Reduced 21.65%
35,241 $2.29 Million
Q1 2018

May 11, 2018
BUY
N/A
35,016 Added 351.39%
44,981 $2.84 Million
Q4 2017

Feb 14, 2018
SELL
N/A
-596 Reduced 5.64%
9,965 $635,000
Q3 2017

Nov 13, 2017
BUY
N/A
304 Added 2.96%
10,561 $37,000
Q2 2017

Aug 14, 2017
BUY
N/A
10,257
10,257 $593,000

Others Institutions Holding SCHX

# of Institutions
1,259
Shares Held
426M
Call Options Held
40.4K
Put Options Held
1.4K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
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