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

Tilia Fiduciary Partners, Inc.

$144 Million
Q4 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 57,931 shares of SCHX stock, worth $1.38 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares

57,931

Previous 19,407 198.51%

Holding current value

$1.38 Million

Previous $1.32 Million 1.98%

% of portfolio

0.93%

Previous 0.93%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 10, 2025	BUY	$22.4 - $68.28 $862,937 - $2.63 Million	38,524 Added 198.51%	57,931 $1.34 Million
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

1,465

Shares Held

1.07B

Call Options Held

71.4K

Put Options Held

4.2K

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About SCHWAB STRATEGIC TR US LARGE-C

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