Tilia Fiduciary Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

Tilia Fiduciary Partners’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.41M	Sell	54,981 -569	-1%	-$15.3K	0.77%	47
2025 Q4	$1.49M	Sell	55,550 -1,032	-2%	-$27.6K	0.83%	47
2025 Q3	$1.49M	Sell	56,582 -1,794	-3%	-$45.6K	0.86%	45
2025 Q2	$1.43M	Buy	58,376 +130	+0.2%	+$2.94K	0.87%	45
2025 Q1	$1.29M	Buy	58,246 +315	+0.5%	+$7.33K	0.86%	45
2024 Q4	$1.34M	Sell	57,931 -290	-0.5%	-$6.76K	0.92%	43
2024 Q3	$1.32M	Buy	58,221 +2,406	+4%	+$52.4K	0.91%	43
2024 Q2	$1.2M	Buy	55,815 +789	+1%	+$16.3K	0.93%	44
2024 Q1	$1.14M	Buy	55,026 +20,913	+61%	+$412K	0.92%	43
2023 Q4	$641K	Sell	34,113 -111	-0.3%	-$1.95K	0.6%	59
2023 Q3	$577K	Buy	34,224 +93	+0.3%	+$1.63K	0.6%	57
2023 Q2	$596K	Buy	34,131 +474	+1%	+$7.83K	0.53%	57
2023 Q1	$543K	Buy	33,657 +1,278	+4%	+$20.1K	0.52%	58
2022 Q4	$487K	Sell	32,379 -432	-1%	-$6.54K	0.47%	66
2022 Q3	$463K	Sell	32,811 -330	-1%	-$5.18K	0.47%	66
2022 Q2	$498K	Buy	33,141 +2,268	+7%	+$36.8K	0.48%	62
2022 Q1	$554K	Sell	30,873 -273	-0.9%	-$4.83K	0.47%	64
2021 Q4	$591K	Buy	+31,146	New	+$575K	0.47%	66

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Tilia Fiduciary Partners's SCHX Position: Q1 2026 in Review

Tilia Fiduciary Partners reduced its Schwab US Large- Cap ETF (SCHX) stake by 1% in Q1 2026, selling an estimated $15.3K and leaving 54,981 shares worth $1.41M. The position accounts for 0.77% of the portfolio, ranked #47.

Tilia Fiduciary Partners first reported a position in SCHX in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.49M in Q4 2025. 1,535 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Tilia Fiduciary Partners held 54,981 shares of Schwab US Large- Cap ETF worth $1.41M as of Q1 2026.
Tilia Fiduciary Partners sold 569 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $15.3K.
Schwab US Large- Cap ETF made up 0.77% of Tilia Fiduciary Partners's portfolio in Q1 2026, its #47 holding.
Tilia Fiduciary Partners first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 18 quarters since.
Tilia Fiduciary Partners's Schwab US Large- Cap ETF position peaked at $1.49M in Q4 2025.
1,535 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Tilia Fiduciary Partners's 13F filing for Q1 2026, filed 9 Apr 2026.