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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-1,688
Closed -$41.6K 407
2023
Q2
$41.6K Sell
1,688
-76
-4% -$1.87K 0.04% 236
2023
Q1
$43.3K Sell
1,764
-519
-23% -$12.7K 0.04% 227
2022
Q4
$54K Sell
2,283
-763
-25% -$18.1K 0.05% 192
2022
Q3
$67K Sell
3,046
-614
-17% -$13.5K 0.07% 167
2022
Q2
$90K Sell
3,660
-645
-15% -$15.9K 0.09% 148
2022
Q1
$120K Sell
4,305
-473
-10% -$13.2K 0.1% 137
2021
Q4
$142K Buy
+4,778
New +$142K 0.11% 128