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 $390,587. This represents 0.29% of its overall portfolio holdings.
Number of Shares
14,925
Previous 4,946
201.76%
Holding current value
$390,587
Previous $410,000
0.73%
% of portfolio
0.29%
Previous 0.29%
Shares
13 transactions
Others Institutions Holding SCHM
# of Institutions
1,009Shares Held
276MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.55 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$748 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$264 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$198 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$196 Million2.94% of portfolio