Tilia Fiduciary Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.49M | Sell |
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|
2025
Q2 | $1.43M | Buy |
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|
2025
Q1 | $1.29M | Buy |
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|
2024
Q4 | $1.34M | Sell |
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|
2024
Q3 | $1.32M | Buy |
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|
2024
Q2 | $1.2M | Buy |
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|
2024
Q1 | $1.14M | Buy |
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|
2023
Q4 | $641K | Sell |
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|
2023
Q3 | $577K | Buy |
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|
2023
Q2 | $596K | Buy |
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|
2023
Q1 | $543K | Buy |
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|
2022
Q4 | $487K | Sell |
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|
2022
Q3 | $463K | Sell |
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|
2022
Q2 | $498K | Buy |
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|
2022
Q1 | $554K | Sell |
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|
2021
Q4 | $591K | Buy |
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