Tilia Fiduciary Partners, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Tilia Fiduciary Partners, Inc.
- $142 Million
- Q3 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 4,946 shares of SCHM stock, worth $137,647. This represents 0.29% of its overall portfolio holdings.
Number of Shares
4,946
Previous 5,050
2.06%
Holding current value
$137,647
Previous $393,000
4.33%
% of portfolio
0.29%
Previous 0.31%
Shares
12 transactions
Others Institutions Holding SCHM
# of Institutions
950Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$722 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$274 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$200 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$90.7 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$66 Million0.18% of portfolio