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 $586,942. This represents 0.05% of its overall portfolio holdings.

Number of Shares

25,083

Previous 25,984 3.47%

Holding current value

$586,942

Previous $1.36 Million 6.69%

% of portfolio

0.05%

Previous 0.06%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$42.25 - $48.16 $5,830 - $6,646	-138 Reduced 0.52%	26,199 $1.18 Million
Q3 2022 Oct 28, 2022	SELL	$42.35 - $51.01 $50,608 - $60,956	-1,195 Reduced 4.34%	26,337 $1.12 Million
Q2 2022 Aug 03, 2022	BUY	$43.35 - $54.51 $228,888 - $287,812	5,280 Added 23.73%	27,532 $1.23 Million
Q1 2022 Apr 27, 2022	BUY	$49.51 - $57.27 $551,986 - $638,503	11,149 Added 100.41%	22,252 $1.2 Million
Q4 2021 Feb 09, 2022	SELL	$51.9 - $57.29 $62,228 - $68,690	-1,199 Reduced 9.75%	11,103 $1.26 Million
Q3 2021 Nov 12, 2021	BUY	$51.52 - $54.94 $1,236 - $1,318	24 Added 0.2%	12,302 $1.28 Million
Q2 2021 Aug 12, 2021	BUY	$48.62 - $52.01 $1,118 - $1,196	23 Added 0.19%	12,278 $1.28 Million
Q1 2021 May 13, 2021	SELL	$44.9 - $48.34 $77,452 - $83,386	-1,725 Reduced 12.34%	12,255 $1.18 Million
Q4 2020 Feb 16, 2021	BUY	$39.35 - $45.48 $84,956 - $98,191	2,159 Added 18.26%	13,980 $1.27 Million
Q3 2020 Nov 12, 2020	BUY	$37.26 - $43.03 $1,751 - $2,022	47 Added 0.4%	11,821 $954,000
Q2 2020 Nov 12, 2020	BUY	$29.25 - $38.76 $81,636 - $108,179	2,791 Added 31.07%	11,774 $873,000
Q2 2020 Aug 05, 2020	SELL	$29.25 - $38.76 $80,730 - $106,977	-2,760 Reduced 23.5%	8,983 $666,000
Q1 2020 May 07, 2020	SELL	$26.61 - $40.52 $14,582 - $22,204	-548 Reduced 4.46%	11,743 $719,000
Q4 2019 Feb 12, 2020	SELL	$34.42 - $38.54 $373,181 - $417,850	-10,842 Reduced 46.87%	12,291 $944,000
Q3 2019 Nov 06, 2019	SELL	$35.28 - $36.01 $784,486 - $800,718	-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

1,353

Shares Held

349M

Call Options Held

34.3K

Put Options Held

1.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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