Tilia Fiduciary Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-2,858	Closed	-$62.6K	–	403
2023 Q2	$62.6K	Buy	2,858 +6	+0.2%	+$125	0.06%	184
2023 Q1	$59.8K	Buy	2,852 +6	+0.2%	+$129	0.06%	194
2022 Q4	$57.7K	Sell	2,846 -66	-2%	-$1.35K	0.06%	188
2022 Q3	$56K	Sell	2,912 -390	-12%	-$8.16K	0.06%	186
2022 Q2	$65K	Buy	3,302 +30	+0.9%	+$641	0.06%	180
2022 Q1	$77K	Buy	3,272 +64	+2%	+$1.51K	0.07%	176
2021 Q4	$82K	Buy	+3,208	New	+$83K	0.07%	174

Other funds holding SCHA

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Tilia Fiduciary Partners's SCHA Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of Schwab U.S Small- Cap ETF (SCHA) in Q3 2023, closing a stake of 2,858 shares — an estimated $62.6K sold.

Tilia Fiduciary Partners first reported a position in SCHA in Q4 2021 and held it in 7 quarters. The position peaked at $82K in Q4 2021. 942 funds tracked by Wall St. Rank hold SCHA as of Q3 2023.

Tilia Fiduciary Partners reported no remaining Schwab U.S Small- Cap ETF position as of Q3 2023 after selling out during the quarter.
Tilia Fiduciary Partners sold 2,858 Schwab U.S Small- Cap ETF shares in Q3 2023, an estimated $62.6K.
Tilia Fiduciary Partners first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and held it in 7 quarters.
Tilia Fiduciary Partners's Schwab U.S Small- Cap ETF position peaked at $82K in Q4 2021.
942 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.