Tilia Fiduciary Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $388K | Sell |
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|
2025
Q2 | $427K | Sell |
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|
2025
Q1 | $400K | Buy |
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|
2024
Q4 | $414K | Buy |
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|
2024
Q3 | $411K | Sell |
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|
2024
Q2 | $393K | Sell |
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|
2024
Q1 | $419K | Sell |
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|
2023
Q4 | $403K | Buy |
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|
2023
Q3 | $355K | Buy |
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|
2023
Q2 | $373K | Sell |
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|
2023
Q1 | $357K | Buy |
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|
2022
Q4 | $336K | Sell |
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|
2022
Q3 | $320K | Sell |
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|
2022
Q2 | $341K | Buy |
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|
2022
Q1 | $400K | Sell |
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|
2021
Q4 | $440K | Buy |
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