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Tilia Fiduciary Partners’s Schwab US REIT ETF SCHH Stock Holding History

Tilia Fiduciary Partners’s Portfolio SCHH Stock Details SCHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-56
Closed -$1.09K – 409
2023
Q2 		$1.09K Buy
56
+1
+2% +$19 ﹤0.01% 496
2023
Q1 		$1.08K Hold
55
– – ﹤0.01% 483
2022
Q4 		$1.06K Sell
55
-152
-73% -$2.92K ﹤0.01% 475
2022
Q3 		$4K Sell
207
-3
-1% -$65 ﹤0.01% 444
2022
Q2 		$4K Sell
210
-1
-0.5% -$23 ﹤0.01% 457
2022
Q1 		$5K Buy
211
+25
+13% +$603 ﹤0.01% 460
2021
Q4 		$5K Buy
+186
New +$4.58K ﹤0.01% 483

Other funds holding SCHH

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Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

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

Tilia Fiduciary Partners sold out of Schwab US REIT ETF (SCHH) in Q3 2023, closing a stake of 56 shares — an estimated $1.09K sold.

Tilia Fiduciary Partners first reported a position in SCHH in Q4 2021 and held it in 7 quarters. The position peaked at $5K in Q1 2022. 460 funds tracked by Wall St. Rank hold SCHH as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining Schwab US REIT ETF position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 56 Schwab US REIT ETF shares in Q3 2023, an estimated $1.09K.
  • Tilia Fiduciary Partners first reported a position in Schwab US REIT ETF in Q4 2021 and held it in 7 quarters.
  • Tilia Fiduciary Partners's Schwab US REIT ETF position peaked at $5K in Q1 2022.
  • 460 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2023.

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