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

Tiemann Investment Advisors, LLC

$230 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 11, 2023	SELL	$62.59 - $69.3 $25,036 - $27,720	-400 Reduced 11.53%	3,070 $201,000
Q2 2021 Aug 13, 2021	SELL	$65.81 - $69.75 $6,120 - $6,486	-93 Reduced 2.61%	3,470 $237,000
Q1 2021 May 12, 2021	BUY	$58.71 - $65.66 $13,385 - $14,970	228 Added 6.84%	3,563 $233,000
Q1 2021 May 11, 2021	SELL	$58.71 - $65.66 $117,126 - $130,991	-1,995 Reduced 37.43%	3,335 $359,000
Q4 2020 Feb 16, 2021	BUY	$50.83 - $59.53 $53,015 - $62,089	1,043 Added 24.33%	5,330 $317,000
Q3 2020 Nov 12, 2020	SELL	$49.44 - $54.86 $21,308 - $23,644	-431 Reduced 9.14%	4,287 $224,000
Q4 2019 Feb 13, 2020	BUY	$54.73 - $60.25 $1,641 - $1,807	30 Added 0.64%	4,718 $284,000
Q3 2019 Nov 15, 2019	BUY	$56.56 - $57.5 $8,144 - $8,280	144 Added 3.17%	4,688 $266,000
Q2 2019 Aug 13, 2019	BUY	N/A	4,544 New	4,544 $255,000

Others Institutions Holding SCHV

# of Institutions

831

Shares Held

112M

Call Options Held

0

Put Options Held

0

Financial Engines Advisors L.L.C. Santa Clara, CA

19.5M
Shares

$541 Million
3.21% of portfolio
Sei Investments CO Oaks, PA

12.1M
Shares

$337 Million
1.3% of portfolio
Mather Group, Llc. Chicago, IL

10.7M
Shares

$299 Million
11.15% of portfolio
Envestnet Asset Management Inc

4.85M
Shares

$135 Million
0.13% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

4.24M
Shares

$118 Million
0.81% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

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