Tiemann Investment Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Tiemann Investment Advisors’s Portfolio SCHV Stock Details SCHV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-9,210	Closed	-$206K	–	192
2023 Q2	$206K	Hold	9,210	–	–	0.1%	181
2023 Q1	$201K	Sell	9,210 -1,200	-12%	-$26.7K	0.11%	185
2022 Q4	$229K	Hold	10,410	–	–	0.13%	171
2022 Q3	$203K	Hold	10,410	–	–	0.13%	170
2022 Q2	$217K	Hold	10,410	–	–	0.12%	171
2022 Q1	$248K	Hold	10,410	–	–	0.11%	174
2021 Q4	$254K	Hold	10,410	–	–	0.11%	184
2021 Q3	$234K	Hold	10,410	–	–	0.11%	180
2021 Q2	$237K	Sell	10,410 -279	-3%	-$6.33K	0.11%	189
2021 Q1	$233K	Sell	10,689 -5,301	-33%	-$110K	0.12%	184
2020 Q4	$317K	Buy	15,990 +3,129	+24%	+$58.5K	0.17%	137
2020 Q3	$224K	Sell	12,861 -1,293	-9%	-$22.6K	0.14%	163
2020 Q2	$236K	Hold	14,154	–	–	0.16%	148
2020 Q1	$209K	Hold	14,154	–	–	0.18%	140
2019 Q4	$284K	Buy	14,154 +90	+0.6%	+$1.74K	0.19%	135
2019 Q3	$266K	Buy	14,064 +432	+3%	+$8.09K	0.19%	137
2019 Q2	$255K	Buy	+13,632	New	+$252K	0.19%	149

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Tiemann Investment Advisors's SCHV Position: Q3 2023 in Review

Tiemann Investment Advisors sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2023, closing a stake of 9,210 shares — an estimated $206K sold.

Tiemann Investment Advisors first reported a position in SCHV in Q2 2019 and held it in 17 quarters. The position peaked at $317K in Q4 2020. 644 funds tracked by Wall St. Rank hold SCHV as of Q3 2023.

Tiemann Investment Advisors reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2023 after selling out during the quarter.
Tiemann Investment Advisors sold 9,210 Schwab US Large-Cap Value ETF shares in Q3 2023, an estimated $206K.
Tiemann Investment Advisors first reported a position in Schwab US Large-Cap Value ETF in Q2 2019 and held it in 17 quarters.
Tiemann Investment Advisors's Schwab US Large-Cap Value ETF position peaked at $317K in Q4 2020.
644 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2023.

Based on Tiemann Investment Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.