Tilia Fiduciary Partners, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Tilia Fiduciary Partners, Inc.

  • $144 Million
  • Q4 2024

A detailed history of Tilia Fiduciary Partners, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Tilia Fiduciary Partners, Inc. holds 14,925 shares of SCHM stock, worth $431,332. This represents 0.29% of its overall portfolio holdings.

Number of Shares
14,925
Previous 4,946 201.76%
Holding current value
$431,332
Previous $410,000 0.73%
% of portfolio
0.29%
Previous 0.29%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 10, 2025
BUY
$27.54 - $83.04 $274,821 - $828,656
9,979 Added 201.76%
14,925 $413,000
Q3 2024

Oct 08, 2024
SELL
$75.47 - $83.18 $7,848 - $8,650
-104 Reduced 2.06%
4,946 $410,000
Q2 2024

Jul 11, 2024
SELL
$75.69 - $81.19 $7,569 - $8,119
-100 Reduced 1.94%
5,050 $393,000
Q1 2024

Apr 12, 2024
SELL
$72.89 - $81.43 $15,015 - $16,774
-206 Reduced 3.85%
5,150 $419,000
Q4 2023

Jan 12, 2024
BUY
$63.01 - $75.95 $6,553 - $7,898
104 Added 1.98%
5,356 $403,000
Q3 2023

Oct 10, 2023
BUY
$66.75 - $73.98 $467 - $517
7 Added 0.13%
5,252 $355,000
Q2 2023

Jul 13, 2023
SELL
$65.29 - $71.03 $914 - $994
-14 Reduced 0.27%
5,245 $372,000
Q1 2023

May 10, 2023
BUY
$64.24 - $73.9 $8,479 - $9,754
132 Added 2.57%
5,259 $356,000
Q4 2022

Feb 10, 2023
SELL
$61.05 - $69.94 $2,869 - $3,287
-47 Reduced 0.91%
5,127 $336,000
Q3 2022

Oct 26, 2022
SELL
$60.5 - $72.51 $12,160 - $14,574
-201 Reduced 3.74%
5,174 $320,000
Q2 2022

Aug 01, 2022
BUY
$60.91 - $76.4 $6,456 - $8,098
106 Added 2.01%
5,375 $341,000
Q1 2022

Apr 18, 2022
SELL
$70.66 - $80.89 $14,132 - $16,178
-200 Reduced 3.66%
5,269 $400,000
Q4 2021

Feb 14, 2022
BUY
$76.01 - $83.39 $415,698 - $456,059
5,469 New
5,469 $440,000

Others Institutions Holding SCHM

# of Institutions
967
Shares Held
147M
Call Options Held
8.1K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
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More about SCHM
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