Tilia Fiduciary Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-2,997	Closed	-$72.6K	–	405
2023 Q2	$72.6K	Buy	2,997 +1,206	+67%	+$28.8K	0.06%	168
2023 Q1	$43.7K	Buy	1,791 +3	+0.2%	+$75	0.04%	224
2022 Q4	$45K	Buy	1,788 +3	+0.2%	+$74	0.04%	212
2022 Q3	$40K	Buy	1,785 +3	+0.2%	+$73	0.04%	219
2022 Q2	$43K	Sell	1,782 -27	-1%	-$687	0.04%	219
2022 Q1	$48K	Sell	1,809 -558	-24%	-$14.6K	0.04%	226
2021 Q4	$64K	Buy	+2,367	New	+$61.5K	0.05%	198

Other funds holding SCHD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CSIA

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

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

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

Tilia Fiduciary Partners sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2023, closing a stake of 2,997 shares — an estimated $72.6K sold.

Tilia Fiduciary Partners first reported a position in SCHD in Q4 2021 and held it in 7 quarters. The position peaked at $72.6K in Q2 2023. 1,379 funds tracked by Wall St. Rank hold SCHD as of Q3 2023.

Tilia Fiduciary Partners reported no remaining Schwab US Dividend Equity ETF position as of Q3 2023 after selling out during the quarter.
Tilia Fiduciary Partners sold 2,997 Schwab US Dividend Equity ETF shares in Q3 2023, an estimated $72.6K.
Tilia Fiduciary Partners first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and held it in 7 quarters.
Tilia Fiduciary Partners's Schwab US Dividend Equity ETF position peaked at $72.6K in Q2 2023.
1,379 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2023.

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