Tilia Fiduciary Partners, Inc. Schwab Strategic Tr Us Large C Transaction History

Tilia Fiduciary Partners, Inc.

  • $142 Million
  • Q3 2024

A detailed history of Tilia Fiduciary Partners, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Tilia Fiduciary Partners, Inc. holds 19,407 shares of SCHX stock, worth $450,242. This represents 0.93% of its overall portfolio holdings.

Number of Shares
19,407
Previous 18,605 4.31%
Holding current value
$450,242
Previous $1.2 Million 10.13%
% of portfolio
0.93%
Previous 0.95%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
BUY
$61.11 - $67.85 $49,010 - $54,415
802 Added 4.31%
19,407 $1.32 Million
Q2 2024

Jul 11, 2024
BUY
$58.7 - $64.78 $15,438 - $17,037
263 Added 1.43%
18,605 $1.2 Million
Q1 2024

Apr 12, 2024
BUY
$55.41 - $62.08 $386,263 - $432,759
6,971 Added 61.31%
18,342 $1.14 Million
Q4 2023

Jan 12, 2024
SELL
$48.47 - $56.6 $1,793 - $2,094
-37 Reduced 0.32%
11,371 $641,000
Q3 2023

Oct 10, 2023
BUY
$50.36 - $54.21 $1,561 - $1,680
31 Added 0.27%
11,408 $577,000
Q2 2023

Jul 13, 2023
BUY
$47.67 - $52.37 $7,531 - $8,274
158 Added 1.41%
11,377 $595,000
Q1 2023

May 10, 2023
BUY
$44.78 - $49.41 $19,076 - $21,048
426 Added 3.95%
11,219 $542,000
Q4 2022

Feb 10, 2023
SELL
$42.25 - $48.16 $6,084 - $6,935
-144 Reduced 1.32%
10,793 $487,000
Q3 2022

Oct 26, 2022
SELL
$42.35 - $51.01 $4,658 - $5,611
-110 Reduced 1.0%
10,937 $463,000
Q2 2022

Aug 01, 2022
BUY
$43.35 - $54.51 $32,772 - $41,209
756 Added 7.35%
11,047 $498,000
Q1 2022

Apr 18, 2022
BUY
$49.51 - $57.27 $252,501 - $292,077
5,100 Added 98.25%
10,291 $554,000
Q4 2021

Feb 14, 2022
BUY
$51.9 - $57.29 $269,412 - $297,392
5,191 New
5,191 $591,000

Others Institutions Holding SCHX

# of Institutions
1,350
Shares Held
348M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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