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

Tiemann Investment Advisors’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$364K Hold
12,360
– – 0.13% 126
2026
Q1 		$317K Hold
12,360
– – 0.12% 137
2025
Q4 		$333K Hold
12,360
– – 0.13% 127
2025
Q3 		$326K Sell
12,360
-200
-2% -$5.08K 0.12% 134
2025
Q2 		$307K Hold
12,560
– – 0.13% 138
2025
Q1 		$277K Sell
12,560
-250
-2% -$5.82K 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% -$2.63K 0.12% 172
2023
Q2 		$226K Sell
12,960
-150
-1% -$2.48K 0.12% 174
2023
Q1 		$211K Hold
13,110
– – 0.12% 183
2022
Q4 		$197K Buy
+13,110
New +$198K 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% -$2.65K 0.11% 181
2021
Q4 		$252K Sell
13,260
-450
-3% -$8.31K 0.11% 188
2021
Q3 		$238K Hold
13,710
– – 0.11% 178
2021
Q2 		$238K Sell
13,710
-300
-2% -$5.06K 0.11% 188
2021
Q1 		$224K Hold
14,010
– – 0.11% 193
2020
Q4 		$212K Buy
+14,010
New +$200K 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% +$1.54K 0.34% 98
2013
Q4 		$297K Buy
+40,470
New +$285K 0.35% 98

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

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

Tiemann Investment Advisors held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 12,360 shares worth $364K. The position accounts for 0.13% of the portfolio, ranked #126.

Tiemann Investment Advisors first reported a position in SCHX in Q4 2013 and has held it in 25 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Tiemann Investment Advisors held 12,360 shares of Schwab US Large- Cap ETF worth $364K as of Q2 2026.
  • Tiemann Investment Advisors left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.13% of Tiemann Investment Advisors's portfolio in Q2 2026, its #126 holding.
  • Tiemann Investment Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2013 and has held it in 25 quarters since.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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