Tiemann Investment Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $307K | Hold |
12,560
| – | – | 0.13% | 138 |
|
|
2025
Q1 | $277K | Sell |
12,560
-250
| -2% | -$5.52K | 0.13% | 141 |
|
|
2024
Q4 | $297K | Hold |
12,810
| – | – | 0.13% | 135 |
|
|
2024
Q3 | $290K | Hold |
12,810
| – | – | 0.13% | 148 |
|
|
2024
Q2 | $274K | Hold |
12,810
| – | – | 0.12% | 149 |
|
|
2024
Q1 | $265K | Hold |
12,810
| – | – | 0.12% | 157 |
|
|
2023
Q4 | $241K | Hold |
12,810
| – | – | 0.12% | 160 |
|
|
2023
Q3 | $216K | Sell |
12,810
-150
| -1% | -$2.53K | 0.12% | 172 |
|
|
2023
Q2 | $226K | Sell |
12,960
-150
| -1% | -$2.62K | 0.12% | 174 |
|
|
2023
Q1 | $211K | Hold |
13,110
| – | – | 0.12% | 183 |
|
|
2022
Q4 | $197K | Buy |
+13,110
| New | +$197K | 0.12% | 187 |
|
|
2022
Q3 | – | Sell |
-13,110
| Closed | -$195K | – | 199 |
|
|
2022
Q2 | $195K | Hold |
13,110
| – | – | 0.1% | 184 |
|
|
2022
Q1 | $235K | Sell |
13,110
-150
| -1% | -$2.69K | 0.11% | 181 |
|
|
2021
Q4 | $252K | Sell |
13,260
-450
| -3% | -$8.55K | 0.11% | 188 |
|
|
2021
Q3 | $238K | Hold |
13,710
| – | – | 0.11% | 178 |
|
|
2021
Q2 | $238K | Sell |
13,710
-300
| -2% | -$5.21K | 0.11% | 188 |
|
|
2021
Q1 | $224K | Hold |
14,010
| – | – | 0.11% | 193 |
|
|
2020
Q4 | $212K | Buy |
+14,010
| New | +$212K | 0.11% | 189 |
|
|
2016
Q4 | – | Sell |
-23,520
| Closed | -$202K | – | 167 |
|
|
2016
Q3 | $202K | Buy |
+23,520
| New | +$202K | 0.19% | 164 |
|
|
2014
Q2 | – | Sell |
-40,680
| Closed | -$303K | – | 145 |
|
|
2014
Q1 | $303K | Buy |
40,680
+210
| +0.5% | +$1.56K | 0.34% | 98 |
|
|
2013
Q4 | $297K | Buy |
+40,470
| New | +$297K | 0.35% | 98 |
|