Tilia Fiduciary Partners’s Schwab International Equity ETF SCHF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-6,848	Closed	-$122K	–	407
2023 Q2	$122K	Sell	6,848 -1,998	-23%	-$35.5K	0.11%	119
2023 Q1	$154K	Sell	8,846 -324	-4%	-$5.55K	0.15%	104
2022 Q4	$148K	Sell	9,170 -3,644	-28%	-$56.9K	0.14%	116
2022 Q3	$180K	Sell	12,814 -2,652	-17%	-$41.6K	0.18%	95
2022 Q2	$239K	Sell	15,466 -1,556	-9%	-$26.5K	0.23%	89
2022 Q1	$313K	Sell	17,022 -1,778	-9%	-$33K	0.27%	84
2021 Q4	$365K	Buy	+18,800	New	+$369K	0.29%	79

Other funds holding SCHF

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

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

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

CSIA

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

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

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

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

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

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

Tilia Fiduciary Partners sold out of Schwab International Equity ETF (SCHF) in Q3 2023, closing a stake of 6,848 shares — an estimated $122K sold.

Tilia Fiduciary Partners first reported a position in SCHF in Q4 2021 and held it in 7 quarters. The position peaked at $365K in Q4 2021. 1,010 funds tracked by Wall St. Rank hold SCHF as of Q3 2023.

Tilia Fiduciary Partners reported no remaining Schwab International Equity ETF position as of Q3 2023 after selling out during the quarter.
Tilia Fiduciary Partners sold 6,848 Schwab International Equity ETF shares in Q3 2023, an estimated $122K.
Tilia Fiduciary Partners first reported a position in Schwab International Equity ETF in Q4 2021 and held it in 7 quarters.
Tilia Fiduciary Partners's Schwab International Equity ETF position peaked at $365K in Q4 2021.
1,010 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2023.

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