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Tilia Fiduciary Partners’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Tilia Fiduciary Partners’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-68
Closed -$1.61K – 542
2023
Q1 		$1.61K Sell
68
-226
-77% -$5.26K ﹤0.01% 474
2022
Q4 		$6.73K Sell
294
-346
-54% -$7.88K 0.01% 385
2022
Q3 		$14K Sell
640
-1,410
-69% -$33.6K 0.01% 336
2022
Q2 		$49K Sell
2,050
-394
-16% -$9.54K 0.05% 207
2022
Q1 		$62K Buy
2,444
+4
+0.2% +$104 0.05% 202
2021
Q4 		$66K Buy
+2,440
New +$66K 0.05% 196

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Tilia Fiduciary Partners's SCHZ Position: Q2 2023 in Review

Tilia Fiduciary Partners sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2023, closing a stake of 68 shares — an estimated $1.61K sold.

Tilia Fiduciary Partners first reported a position in SCHZ in Q4 2021 and held it in 6 quarters. The position peaked at $66K in Q4 2021. 542 funds tracked by Wall St. Rank hold SCHZ as of Q2 2023.

  • Tilia Fiduciary Partners reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 68 Schwab US Aggregate Bond ETF shares in Q2 2023, an estimated $1.61K.
  • Tilia Fiduciary Partners first reported a position in Schwab US Aggregate Bond ETF in Q4 2021 and held it in 6 quarters.
  • Tilia Fiduciary Partners's Schwab US Aggregate Bond ETF position peaked at $66K in Q4 2021.
  • 542 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q2 2023, filed 13 Jul 2023.