Tiemann Investment Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

Tiemann Investment Advisors, LLC

$230 Million
Q3 2024

A detailed history of Tiemann Investment Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Tiemann Investment Advisors, LLC holds 6,223 shares of SCHB stock, worth $144,746. This represents 0.18% of its overall portfolio holdings.

Number of Shares

6,223

Previous 6,225 0.03%

Holding current value

$144,746

Previous $391,000 5.63%

% of portfolio

0.18%

Previous 0.17%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$59.93 - $66.52 $119 - $133	-2 Reduced 0.03%	6,223 $413,000
Q1 2024 May 13, 2024	SELL	$54.61 - $61.05 $1,529 - $1,709	-28 Reduced 0.45%	6,225 $380,000
Q3 2023 Nov 13, 2023	SELL	$49.59 - $53.57 $942 - $1,017	-19 Reduced 0.3%	6,253 $311,000
Q2 2023 Aug 11, 2023	SELL	$47.08 - $51.7 $329 - $361	-7 Reduced 0.11%	6,272 $324,000
Q1 2023 May 11, 2023	SELL	$44.47 - $49.23 $7,871 - $8,713	-177 Reduced 2.74%	6,279 $300,000
Q4 2022 Feb 14, 2023	SELL	$41.94 - $47.81 $377 - $430	-9 Reduced 0.14%	6,456 $289,000
Q3 2022 Nov 15, 2022	SELL	$41.99 - $50.63 $755 - $911	-18 Reduced 0.28%	6,465 $272,000
Q2 2022 Aug 12, 2022	SELL	$42.93 - $53.98 $3,133 - $3,940	-73 Reduced 1.11%	6,483 $287,000
Q1 2022 May 13, 2022	BUY	$49.15 - $56.85 $161,261 - $186,524	3,281 Added 100.18%	6,556 $350,000
Q4 2021 Feb 14, 2022	SELL	$51.87 - $56.86 $155 - $170	-3 Reduced 0.09%	3,275 $370,000
Q3 2021 Nov 15, 2021	SELL	$51.32 - $54.83 $102 - $109	-2 Reduced 0.06%	3,278 $341,000
Q2 2021 Aug 13, 2021	SELL	$48.92 - $52.14 $5,919 - $6,308	-121 Reduced 3.56%	3,280 $342,000
Q1 2021 May 12, 2021	BUY	$44.89 - $48.81 $18,000 - $19,572	401 Added 13.37%	3,401 $329,000
Q1 2021 May 11, 2021	SELL	$44.89 - $48.81 $18,404 - $20,012	-410 Reduced 12.02%	3,000 $233,000
Q4 2020 Feb 16, 2021	BUY	$39.03 - $45.5 $133,092 - $155,155	3,410 New	3,410 $310,000

Others Institutions Holding SCHB

# of Institutions

1,182

Shares Held

167M

Call Options Held

172K

Put Options Held

20.7K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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Tiemann Investment Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History