Tiemann Investment Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $326K | Sell |
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|
2025
Q2 | $307K | Hold |
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|
2025
Q1 | $277K | Sell |
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|
2024
Q4 | $297K | Hold |
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|
2024
Q3 | $290K | Hold |
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|
2024
Q2 | $274K | Hold |
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|
2024
Q1 | $265K | Hold |
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|
2023
Q4 | $241K | Hold |
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|
2023
Q3 | $216K | Sell |
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|
2023
Q2 | $226K | Sell |
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|
2023
Q1 | $211K | Hold |
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|
2022
Q4 | $197K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $195K | Hold |
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|
2022
Q1 | $235K | Sell |
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|
2021
Q4 | $252K | Sell |
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|
2021
Q3 | $238K | Hold |
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|
2021
Q2 | $238K | Sell |
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|
2021
Q1 | $224K | Hold |
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|
2020
Q4 | $212K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $202K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $303K | Buy |
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|
2013
Q4 | $297K | Buy |
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