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Tilia Fiduciary Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Tilia Fiduciary Partners’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-500
Closed -$9.37K – 408
2023
Q2 		$9.37K Buy
+500
New +$8.57K 0.01% 380

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

Tilia Fiduciary Partners sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q3 2023, closing a stake of 500 shares — an estimated $9.37K sold.

Tilia Fiduciary Partners first reported a position in SCHG in Q2 2023 and held it in 1 quarter. The position peaked at $9.37K in Q2 2023. 971 funds tracked by Wall St. Rank hold SCHG as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining Schwab US Large-Cap Growth ETF position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 500 Schwab US Large-Cap Growth ETF shares in Q3 2023, an estimated $9.37K.
  • Tilia Fiduciary Partners first reported a position in Schwab US Large-Cap Growth ETF in Q2 2023 and held it in 1 quarter.
  • Tilia Fiduciary Partners's Schwab US Large-Cap Growth ETF position peaked at $9.37K in Q2 2023.
  • 971 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2023.

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