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 4,270 shares of SCHX stock, worth $99,918. This represents 0.13% of its overall portfolio holdings.

Number of Shares
4,270
Previous 4,270 -0.0%
Holding current value
$99,918
Previous $274,000 5.47%
% of portfolio
0.13%
Previous 0.12%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Tiemann Investment Advisors, LLC Portfolio

Follow Tiemann Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

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.