Tiemann Investment Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $489K | Sell |
19,332
-160
| -0.8% | -$4.05K | 0.2% | 88 |
|
|
2025
Q1 | $457K | Hold |
19,492
| – | – | 0.21% | 86 |
|
|
2024
Q4 | $504K | Sell |
19,492
-60
| -0.3% | -$1.55K | 0.22% | 85 |
|
|
2024
Q3 | $503K | Hold |
19,552
| – | – | 0.22% | 87 |
|
|
2024
Q2 | $464K | Hold |
19,552
| – | – | 0.21% | 95 |
|
|
2024
Q1 | $481K | Hold |
19,552
| – | – | 0.22% | 95 |
|
|
2023
Q4 | $462K | Sell |
19,552
-60
| -0.3% | -$1.42K | 0.22% | 96 |
|
|
2023
Q3 | $406K | Hold |
19,612
| – | – | 0.22% | 100 |
|
|
2023
Q2 | $430K | Hold |
19,612
| – | – | 0.22% | 101 |
|
|
2023
Q1 | $411K | Sell |
19,612
-100
| -0.5% | -$2.1K | 0.22% | 110 |
|
|
2022
Q4 | $399K | Hold |
19,712
| – | – | 0.23% | 104 |
|
|
2022
Q3 | $373K | Sell |
19,712
-400
| -2% | -$7.57K | 0.24% | 98 |
|
|
2022
Q2 | $392K | Sell |
20,112
-400
| -2% | -$7.8K | 0.21% | 107 |
|
|
2022
Q1 | $486K | Hold |
20,512
| – | – | 0.22% | 97 |
|
|
2021
Q4 | $525K | Hold |
20,512
| – | – | 0.22% | 102 |
|
|
2021
Q3 | $513K | Hold |
20,512
| – | – | 0.24% | 95 |
|
|
2021
Q2 | $534K | Sell |
20,512
-400
| -2% | -$10.4K | 0.25% | 94 |
|
|
2021
Q1 | $521K | Sell |
20,912
-500
| -2% | -$12.5K | 0.26% | 94 |
|
|
2020
Q4 | $476K | Sell |
21,412
-40
| -0.2% | -$889 | 0.25% | 97 |
|
|
2020
Q3 | $366K | Hold |
21,452
| – | – | 0.23% | 111 |
|
|
2020
Q2 | $350K | Buy |
21,452
+200
| +0.9% | +$3.26K | 0.24% | 103 |
|
|
2020
Q1 | $274K | Sell |
21,252
-800
| -4% | -$10.3K | 0.24% | 111 |
|
|
2019
Q4 | $417K | Buy |
22,052
+140
| +0.6% | +$2.65K | 0.28% | 95 |
|
|
2019
Q3 | $382K | Hold |
21,912
| – | – | 0.28% | 102 |
|
|
2019
Q2 | $392K | Buy |
21,912
+472
| +2% | +$8.44K | 0.28% | 99 |
|
|
2019
Q1 | $375K | Buy |
21,440
+40
| +0.2% | +$700 | 0.29% | 99 |
|
|
2018
Q4 | $325K | Hold |
21,400
| – | – | 0.29% | 104 |
|
|
2018
Q3 | $408K | Buy |
21,400
+400
| +2% | +$7.63K | 0.31% | 95 |
|
|
2018
Q2 | $386K | Hold |
21,000
| – | – | 0.31% | 98 |
|
|
2018
Q1 | $363K | Buy |
21,000
+800
| +4% | +$13.8K | 0.29% | 102 |
|
|
2017
Q4 | $352K | Sell |
20,200
-400
| -2% | -$6.97K | 0.28% | 108 |
|
|
2017
Q3 | $347K | Hold |
20,600
| – | – | 0.29% | 108 |
|
|
2017
Q2 | $329K | Sell |
20,600
-1,500
| -7% | -$24K | 0.3% | 106 |
|
|
2017
Q1 | $348K | Sell |
22,100
-500
| -2% | -$7.87K | 0.32% | 97 |
|
|
2016
Q4 | $347K | Sell |
22,600
-2,000
| -8% | -$30.7K | 0.34% | 89 |
|
|
2016
Q3 | $354K | Sell |
24,600
-400
| -2% | -$5.76K | 0.32% | 96 |
|
|
2016
Q2 | $338K | Sell |
25,000
-300
| -1% | -$4.06K | 0.32% | 101 |
|
|
2016
Q1 | $329K | Sell |
25,300
-80
| -0.3% | -$1.04K | 0.33% | 99 |
|
|
2015
Q4 | $330K | Sell |
25,380
-800
| -3% | -$10.4K | 0.34% | 94 |
|
|
2015
Q3 | $332K | Buy |
26,180
+1,400
| +6% | +$17.8K | 0.36% | 87 |
|
|
2015
Q2 | $356K | Buy |
24,780
+1,080
| +5% | +$15.5K | 0.36% | 88 |
|
|
2015
Q1 | $341K | Sell |
23,700
-800
| -3% | -$11.5K | 0.35% | 90 |
|
|
2014
Q4 | $338K | Sell |
24,500
-1,000
| -4% | -$13.8K | 0.36% | 90 |
|
|
2014
Q3 | $328K | Sell |
25,500
-920
| -3% | -$11.8K | 0.37% | 96 |
|
|
2014
Q2 | $362K | Sell |
26,420
-4,400
| -14% | -$60.3K | 0.4% | 89 |
|
|
2014
Q1 | $413K | Sell |
30,820
-1,200
| -4% | -$16.1K | 0.46% | 72 |
|
|
2013
Q4 | $420K | Buy |
+32,020
| New | +$420K | 0.5% | 67 |
|