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

Tilia Fiduciary Partners, Inc.

$147 Million
Q1 2025

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 15,272 shares of SCHM stock, worth $374,622. This represents 0.27% of its overall portfolio holdings.

Number of Shares

15,272

Previous 14,925 2.32%

Holding current value

$374,622

Previous $413,000 3.39%

% of portfolio

0.27%

Previous 0.29%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$25.58 - $29.24 $8,876 - $10,146	347 Added 2.32%	15,272 $399,000
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

1,003

Shares Held

274M

Call Options Held

15K

Put Options Held

1.1K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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