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

Tiemann Investment Advisors, LLC

$224 Million
Q4 2024

A detailed history of Tiemann Investment Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Tiemann Investment Advisors, LLC holds 12,810 shares of SCHX stock, worth $301,163. This represents 0.13% of its overall portfolio holdings.

Number of Shares

12,810

Previous 4,270 200.0%

Holding current value

$301,163

Previous $289,000 2.42%

% of portfolio

0.13%

Previous 0.13%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$22.4 - $68.28 $191,296 - $583,111	8,540 Added 200.0%	12,810 $296,000
Q3 2023 Nov 13, 2023	SELL	$50.36 - $54.21 $2,518 - $2,710	-50 Reduced 1.16%	4,270 $216,000
Q2 2023 Aug 11, 2023	SELL	$47.67 - $52.37 $2,383 - $2,618	-50 Reduced 1.14%	4,320 $226,000
Q4 2022 Feb 14, 2023	BUY	$42.25 - $48.16 $184,632 - $210,459	4,370 New	4,370 $197,000
Q1 2022 May 13, 2022	BUY	$49.51 - $57.27 $106,941 - $123,703	2,160 Added 97.74%	4,370 $235,000
Q4 2021 Feb 14, 2022	SELL	$51.9 - $57.29 $3,892 - $4,296	-75 Reduced 3.28%	2,210 $252,000
Q2 2021 Aug 13, 2021	SELL	$48.62 - $52.01 $2,431 - $2,600	-50 Reduced 2.14%	2,285 $238,000
Q1 2021 May 12, 2021	SELL	$44.9 - $48.34 $306,442 - $329,920	-6,825 Reduced 74.51%	2,335 $224,000
Q1 2021 May 11, 2021	BUY	$44.9 - $48.34 $306,442 - $329,920	6,825 Added 292.29%	9,160 $1.94 Million
Q4 2020 Feb 16, 2021	BUY	$39.35 - $45.48 $91,882 - $106,195	2,335 New	2,335 $212,000

Others Institutions Holding SCHX

# of Institutions

1,472

Shares Held

1.07B

Call Options Held

71.4K

Put Options Held

4.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Tiemann Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tiemann Investment Advisors, LLC with notifications on news.

Account

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