Tilia Fiduciary Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Buy |
58,376
+130
| +0.2% | +$3.18K | 0.87% | 45 |
|
|
2025
Q1 | $1.29M | Buy |
58,246
+315
| +0.5% | +$6.96K | 0.86% | 45 |
|
|
2024
Q4 | $1.34M | Sell |
57,931
-290
| -0.5% | -$6.72K | 0.92% | 43 |
|
|
2024
Q3 | $1.32M | Buy |
58,221
+2,406
| +4% | +$54.4K | 0.91% | 43 |
|
|
2024
Q2 | $1.2M | Buy |
55,815
+789
| +1% | +$16.9K | 0.93% | 44 |
|
|
2024
Q1 | $1.14M | Buy |
55,026
+20,913
| +61% | +$433K | 0.92% | 43 |
|
|
2023
Q4 | $641K | Sell |
34,113
-111
| -0.3% | -$2.09K | 0.6% | 59 |
|
|
2023
Q3 | $577K | Buy |
34,224
+93
| +0.3% | +$1.57K | 0.6% | 57 |
|
|
2023
Q2 | $596K | Buy |
34,131
+474
| +1% | +$8.27K | 0.53% | 57 |
|
|
2023
Q1 | $543K | Buy |
33,657
+1,278
| +4% | +$20.6K | 0.52% | 58 |
|
|
2022
Q4 | $487K | Sell |
32,379
-432
| -1% | -$6.5K | 0.47% | 66 |
|
|
2022
Q3 | $463K | Sell |
32,811
-330
| -1% | -$4.66K | 0.47% | 66 |
|
|
2022
Q2 | $498K | Buy |
33,141
+2,268
| +7% | +$34.1K | 0.48% | 62 |
|
|
2022
Q1 | $554K | Sell |
30,873
-273
| -0.9% | -$4.9K | 0.47% | 64 |
|
|
2021
Q4 | $591K | Buy |
+31,146
| New | +$591K | 0.47% | 66 |
|