Tiemann Investment Advisors, LLC Schwab Strategic Tr Us Small C Transaction History

Tiemann Investment Advisors, LLC

$230 Million
Q3 2024

A detailed history of Tiemann Investment Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Tiemann Investment Advisors, LLC holds 9,776 shares of SCHA stock, worth $272,359. This represents 0.22% of its overall portfolio holdings.

Number of Shares

9,776

Previous 9,776 -0.0%

Holding current value

$272,359

Previous $463,000 8.64%

% of portfolio

0.22%

Previous 0.21%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	SELL	$38.13 - $48.02 $1,143 - $1,440	-30 Reduced 0.31%	9,776 $461,000
Q1 2023 May 11, 2023	SELL	$39.82 - $46.36 $1,991 - $2,318	-50 Reduced 0.51%	9,806 $411,000
Q3 2022 Nov 15, 2022	SELL	$37.65 - $45.9 $7,530 - $9,180	-200 Reduced 1.99%	9,856 $373,000
Q2 2022 Aug 12, 2022	SELL	$37.88 - $48.01 $7,576 - $9,602	-200 Reduced 1.95%	10,056 $392,000
Q1 2022 May 13, 2022	BUY	$44.42 - $51.73 $227,785 - $265,271	5,128 Added 100.0%	10,256 $486,000
Q2 2021 Aug 13, 2021	SELL	$48.39 - $52.91 $4,839 - $5,291	-100 Reduced 1.91%	5,128 $534,000
Q1 2021 May 12, 2021	SELL	$43.89 - $52.63 $3.91 Million - $4.69 Million	-89,072 Reduced 94.46%	5,228 $521,000
Q1 2021 May 11, 2021	BUY	$43.89 - $52.63 $3.9 Million - $4.68 Million	88,947 Added 1661.63%	94,300 $641,000
Q4 2020 Feb 16, 2021	SELL	$34.66 - $45.17 $346 - $451	-10 Reduced 0.19%	5,353 $476,000
Q2 2020 Aug 13, 2020	BUY	$23.59 - $35.22 $1,179 - $1,761	50 Added 0.94%	5,363 $350,000
Q1 2020 May 15, 2020	SELL	$22.29 - $38.7 $4,458 - $7,740	-200 Reduced 3.63%	5,313 $274,000
Q4 2019 Feb 13, 2020	BUY	$33.63 - $38.03 $1,177 - $1,331	35 Added 0.64%	5,513 $417,000
Q2 2019 Aug 13, 2019	BUY	N/A	118 Added 2.2%	5,478 $392,000
Q1 2019 May 14, 2019	BUY	N/A	10 Added 0.19%	5,360 $375,000
Q3 2018 Nov 13, 2018	BUY	N/A	100 Added 1.9%	5,350 $408,000
Q1 2018 May 15, 2018	BUY	N/A	200 Added 3.96%	5,250 $363,000
Q4 2017 Feb 15, 2018	SELL	N/A	-100 Reduced 1.94%	5,050 $352,000
Q2 2017 Aug 14, 2017	BUY	N/A	5,150	5,150 $329,000

Others Institutions Holding SCHA

# of Institutions

1,147

Shares Held

147M

Call Options Held

55.6K

Put Options Held

7.8K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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Tiemann Investment Advisors, LLC Schwab Strategic Tr Us Small C Transaction History