Tilia Fiduciary Partners’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-232	Closed	-$5.11K	–	410
2023 Q2	$5.11K	Hold	232	–	–	﹤0.01%	429
2023 Q1	$5.18K	Hold	232	–	–	﹤0.01%	420
2022 Q4	$5K	Buy	+232	New	+$4.96K	﹤0.01%	409

Other funds holding SCHI

CSIA

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CWM

Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

WFA

WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Tilia Fiduciary Partners sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q3 2023, closing a stake of 232 shares — an estimated $5.11K sold.

Tilia Fiduciary Partners first reported a position in SCHI in Q4 2022 and held it in 3 quarters. The position peaked at $5.18K in Q1 2023. 150 funds tracked by Wall St. Rank hold SCHI as of Q3 2023.

Tilia Fiduciary Partners reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Tilia Fiduciary Partners sold 232 Schwab 5-10 Year Corporate Bond ETF shares in Q3 2023, an estimated $5.11K.
Tilia Fiduciary Partners first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2022 and held it in 3 quarters.
Tilia Fiduciary Partners's Schwab 5-10 Year Corporate Bond ETF position peaked at $5.18K in Q1 2023.
150 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q3 2023.

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