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Tiemann Investment Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Tiemann Investment Advisors’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.34M Sell
46,145
-331
-0.7% -$9.27K 0.48% 51
2026
Q1 		$1.17M Buy
46,476
+28,100
+153% +$737K 0.46% 52
2025
Q4 		$482K Sell
18,376
-80
-0.4% -$2.08K 0.19% 95
2025
Q3 		$475K Sell
18,456
-1
-0% -$25 0.18% 98
2025
Q2 		$440K Sell
18,457
-210
-1% -$4.63K 0.18% 103
2025
Q1 		$402K Hold
18,667
– – 0.18% 105
2024
Q4 		$424K Sell
18,667
-2
-0% -$46 0.19% 97
2024
Q3 		$414K Sell
18,669
-6
-0% -$128 0.18% 109
2024
Q2 		$391K Hold
18,675
– – 0.17% 112
2024
Q1 		$380K Sell
18,675
-84
-0.4% -$1.63K 0.17% 118
2023
Q4 		$348K Hold
18,759
– – 0.17% 124
2023
Q3 		$312K Sell
18,759
-57
-0.3% -$986 0.17% 124
2023
Q2 		$324K Sell
18,816
-21
-0.1% -$342 0.17% 132
2023
Q1 		$300K Sell
18,837
-531
-3% -$8.3K 0.16% 137
2022
Q4 		$289K Sell
19,368
-27
-0.1% -$406 0.17% 138
2022
Q3 		$272K Sell
19,395
-54
-0.3% -$840 0.18% 127
2022
Q2 		$287K Sell
19,449
-219
-1% -$3.52K 0.15% 144
2022
Q1 		$350K Buy
19,668
+18
+0.1% +$316 0.16% 141
2021
Q4 		$370K Sell
19,650
-18
-0.1% -$331 0.16% 145
2021
Q3 		$341K Sell
19,668
-12
-0.1% -$213 0.16% 138
2021
Q2 		$342K Sell
19,680
-726
-4% -$12.3K 0.16% 143
2021
Q1 		$329K Sell
20,406
-54
-0.3% -$851 0.16% 143
2020
Q4 		$310K Buy
+20,460
New +$291K 0.16% 141

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Tiemann Investment Advisors's SCHB Position: Q2 2026 in Review

Tiemann Investment Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 0.71% in Q2 2026, selling an estimated $9.27K and leaving 46,145 shares worth $1.34M. The position accounts for 0.48% of the portfolio, ranked #51.

Tiemann Investment Advisors first reported a position in SCHB in Q4 2020 and has held it in 23 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Tiemann Investment Advisors held 46,145 shares of Schwab US Broad Market ETF worth $1.34M as of Q2 2026.
  • Tiemann Investment Advisors sold 331 Schwab US Broad Market ETF shares in Q2 2026, an estimated $9.27K.
  • Schwab US Broad Market ETF made up 0.48% of Tiemann Investment Advisors's portfolio in Q2 2026, its #51 holding.
  • Tiemann Investment Advisors first reported a position in Schwab US Broad Market ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Tiemann Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.