Tiemann Investment Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $489K | Sell |
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|
2025
Q1 | $457K | Hold |
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|
2024
Q4 | $504K | Sell |
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|
2024
Q3 | $503K | Hold |
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|
2024
Q2 | $464K | Hold |
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|
2024
Q1 | $481K | Hold |
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|
2023
Q4 | $462K | Sell |
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|
2023
Q3 | $406K | Hold |
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|
2023
Q2 | $430K | Hold |
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|
2023
Q1 | $411K | Sell |
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|
2022
Q4 | $399K | Hold |
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|
2022
Q3 | $373K | Sell |
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|
2022
Q2 | $392K | Sell |
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|
2022
Q1 | $486K | Hold |
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|
2021
Q4 | $525K | Hold |
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|
2021
Q3 | $513K | Hold |
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|
2021
Q2 | $534K | Sell |
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|
2021
Q1 | $521K | Sell |
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|
2020
Q4 | $476K | Sell |
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|
2020
Q3 | $366K | Hold |
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|
2020
Q2 | $350K | Buy |
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|
2020
Q1 | $274K | Sell |
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|
2019
Q4 | $417K | Buy |
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|
2019
Q3 | $382K | Hold |
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|
2019
Q2 | $392K | Buy |
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|
2019
Q1 | $375K | Buy |
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|
2018
Q4 | $325K | Hold |
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|
2018
Q3 | $408K | Buy |
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|
2018
Q2 | $386K | Hold |
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|
2018
Q1 | $363K | Buy |
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|
2017
Q4 | $352K | Sell |
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|
2017
Q3 | $347K | Hold |
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|
2017
Q2 | $329K | Sell |
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|
2017
Q1 | $348K | Sell |
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|
2016
Q4 | $347K | Sell |
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|
2016
Q3 | $354K | Sell |
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|
2016
Q2 | $338K | Sell |
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|
2016
Q1 | $329K | Sell |
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|
2015
Q4 | $330K | Sell |
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|
2015
Q3 | $332K | Buy |
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|
2015
Q2 | $356K | Buy |
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|
2015
Q1 | $341K | Sell |
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|
2014
Q4 | $338K | Sell |
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|
2014
Q3 | $328K | Sell |
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|
2014
Q2 | $362K | Sell |
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|
2014
Q1 | $413K | Sell |
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|
2013
Q4 | $420K | Buy |
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