Tilia Fiduciary Partners’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-1,688	Closed	-$41.6K	–	406
2023 Q2	$41.6K	Sell	1,688 -76	-4%	-$1.86K	0.04%	236
2023 Q1	$43.3K	Sell	1,764 -519	-23%	-$12.9K	0.04%	227
2022 Q4	$54K	Sell	2,283 -763	-25%	-$17.8K	0.05%	192
2022 Q3	$67K	Sell	3,046 -614	-17%	-$15.2K	0.07%	167
2022 Q2	$90K	Sell	3,660 -645	-15%	-$16.9K	0.09%	148
2022 Q1	$120K	Sell	4,305 -473	-10%	-$13.7K	0.1%	137
2021 Q4	$142K	Buy	+4,778	New	+$146K	0.11%	128

Other funds holding SCHE

CSIA

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

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

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

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

Tilia Fiduciary Partners sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2023, closing a stake of 1,688 shares — an estimated $41.6K sold.

Tilia Fiduciary Partners first reported a position in SCHE in Q4 2021 and held it in 7 quarters. The position peaked at $142K in Q4 2021. 673 funds tracked by Wall St. Rank hold SCHE as of Q3 2023.

Tilia Fiduciary Partners reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2023 after selling out during the quarter.
Tilia Fiduciary Partners sold 1,688 Schwab Emerging Markets Equity ETF shares in Q3 2023, an estimated $41.6K.
Tilia Fiduciary Partners first reported a position in Schwab Emerging Markets Equity ETF in Q4 2021 and held it in 7 quarters.
Tilia Fiduciary Partners's Schwab Emerging Markets Equity ETF position peaked at $142K in Q4 2021.
673 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2023.

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