TIA
Tiemann Investment Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $440K | Sell |
18,457
-210
| -1% | -$5K | 0.18% | 103 |
|
|
2025
Q1 | $402K | Hold |
18,667
| – | – | 0.18% | 105 |
|
|
2024
Q4 | $424K | Buy |
18,667
+12,444
| +200% | +$282K | 0.19% | 97 |
|
|
2024
Q3 | $414K | Sell |
6,223
-2
| -0% | -$133 | 0.18% | 109 |
|
|
2024
Q2 | $391K | Hold |
6,225
| – | – | 0.17% | 112 |
|
|
2024
Q1 | $380K | Sell |
6,225
-28
| -0.4% | -$1.71K | 0.17% | 118 |
|
|
2023
Q4 | $348K | Hold |
6,253
| – | – | 0.17% | 124 |
|
|
2023
Q3 | $312K | Sell |
6,253
-19
| -0.3% | -$947 | 0.17% | 124 |
|
|
2023
Q2 | $324K | Sell |
6,272
-7
| -0.1% | -$362 | 0.17% | 132 |
|
|
2023
Q1 | $300K | Sell |
6,279
-177
| -3% | -$8.47K | 0.16% | 137 |
|
|
2022
Q4 | $289K | Sell |
6,456
-9
| -0.1% | -$403 | 0.17% | 138 |
|
|
2022
Q3 | $272K | Sell |
6,465
-18
| -0.3% | -$757 | 0.18% | 127 |
|
|
2022
Q2 | $287K | Sell |
6,483
-73
| -1% | -$3.23K | 0.15% | 144 |
|
|
2022
Q1 | $350K | Buy |
6,556
+3,281
| +100% | +$175K | 0.16% | 141 |
|
|
2021
Q4 | $370K | Sell |
3,275
-3
| -0.1% | -$339 | 0.16% | 145 |
|
|
2021
Q3 | $341K | Sell |
3,278
-2
| -0.1% | -$208 | 0.16% | 138 |
|
|
2021
Q2 | $342K | Sell |
3,280
-121
| -4% | -$12.6K | 0.16% | 143 |
|
|
2021
Q1 | $329K | Sell |
3,401
-9
| -0.3% | -$871 | 0.16% | 143 |
|
|
2020
Q4 | $310K | Buy |
+3,410
| New | +$310K | 0.16% | 141 |
|