Tilia Fiduciary Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-774	Closed	-$13.3K	–	404
2023 Q2	$13.3K	Sell	774 -156	-17%	-$2.54K	0.01%	349
2023 Q1	$14.9K	Sell	930 -57	-6%	-$891	0.01%	337
2022 Q4	$14.7K	Buy	987 +3	+0.3%	+$45	0.01%	326
2022 Q3	$14K	Sell	984 -861	-47%	-$13.4K	0.01%	335
2022 Q2	$27K	Sell	1,845 -9	-0.5%	-$144	0.03%	268
2022 Q1	$33K	Hold	1,854	–	–	0.03%	256
2021 Q4	$35K	Buy	+1,854	New	+$34.1K	0.03%	254

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

Evergreen Advisors Chattanooga, Tennessee $469M AUM

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

Tilia Fiduciary Partners sold out of Schwab US Broad Market ETF (SCHB) in Q3 2023, closing a stake of 774 shares — an estimated $13.3K sold.

Tilia Fiduciary Partners first reported a position in SCHB in Q4 2021 and held it in 7 quarters. The position peaked at $35K in Q4 2021. 940 funds tracked by Wall St. Rank hold SCHB as of Q3 2023.

Tilia Fiduciary Partners reported no remaining Schwab US Broad Market ETF position as of Q3 2023 after selling out during the quarter.
Tilia Fiduciary Partners sold 774 Schwab US Broad Market ETF shares in Q3 2023, an estimated $13.3K.
Tilia Fiduciary Partners first reported a position in Schwab US Broad Market ETF in Q4 2021 and held it in 7 quarters.
Tilia Fiduciary Partners's Schwab US Broad Market ETF position peaked at $35K in Q4 2021.
940 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2023.

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