Tiemann Investment Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $440K | Sell |
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|
2025
Q1 | $402K | Hold |
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|
2024
Q4 | $424K | Sell |
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|
2024
Q3 | $414K | Sell |
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|
2024
Q2 | $391K | Hold |
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|
2024
Q1 | $380K | Sell |
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|
2023
Q4 | $348K | Hold |
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|
2023
Q3 | $312K | Sell |
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|
2023
Q2 | $324K | Sell |
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|
2023
Q1 | $300K | Sell |
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|
2022
Q4 | $289K | Sell |
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|
2022
Q3 | $272K | Sell |
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|
2022
Q2 | $287K | Sell |
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|
2022
Q1 | $350K | Buy |
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|
2021
Q4 | $370K | Sell |
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|
2021
Q3 | $341K | Sell |
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|
2021
Q2 | $342K | Sell |
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|
2021
Q1 | $329K | Sell |
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|
2020
Q4 | $310K | Buy |
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