TFP
SCHR

Tilia Fiduciary Partners’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Tilia Fiduciary Partners’s Portfolio SCHR Stock Details SCHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-8
Closed -$197 – 412
2023
Q2 		$197 Hold
8
– – ﹤0.01% 515
2023
Q1 		$202 Hold
8
– – ﹤0.01% 503
2022
Q4 		$197 Hold
8
– – ﹤0.01% 498
2022
Q3 		$0 Hold
8
– – ﹤0.01% 532
2022
Q2 		$0 Sell
8
-198
-96% -$5.12K ﹤0.01% 549
2022
Q1 		$5K Buy
206
+8
+4% +$218 ﹤0.01% 461
2021
Q4 		$6K Buy
+198
New +$5.57K ﹤0.01% 456

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

Tilia Fiduciary Partners sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q3 2023, closing a stake of 8 shares — an estimated $197 sold.

Tilia Fiduciary Partners first reported a position in SCHR in Q4 2021 and held it in 7 quarters. The position peaked at $6K in Q4 2021. 369 funds tracked by Wall St. Rank hold SCHR as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 8 Schwab Intermediately-Term US Treasury ETF shares in Q3 2023, an estimated $197.
  • Tilia Fiduciary Partners first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2021 and held it in 7 quarters.
  • Tilia Fiduciary Partners's Schwab Intermediately-Term US Treasury ETF position peaked at $6K in Q4 2021.
  • 369 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2023.

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