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Tru Independence Asset Management 2’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Tru Independence Asset Management 2’s Portfolio SCHO Stock Details SCHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-7,110
Closed -$183K – 356
2020
Q4 		$183K Buy
+7,110
New +$183K 0.15% 101

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NA
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Tru Independence Asset Management 2's SCHO Position: Q1 2021 in Review

Tru Independence Asset Management 2 sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2021, closing a stake of 7,110 shares — an estimated $183K sold.

Tru Independence Asset Management 2 first reported a position in SCHO in Q4 2020 and held it in 1 quarter. The position peaked at $183K in Q4 2020. 485 funds tracked by Wall St. Rank hold SCHO as of Q1 2021.

  • Tru Independence Asset Management 2 reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2021 after selling out during the quarter.
  • Tru Independence Asset Management 2 sold 7,110 Schwab Short-Term US Treasury ETF shares in Q1 2021, an estimated $183K.
  • Tru Independence Asset Management 2 first reported a position in Schwab Short-Term US Treasury ETF in Q4 2020 and held it in 1 quarter.
  • Tru Independence Asset Management 2's Schwab Short-Term US Treasury ETF position peaked at $183K in Q4 2020.
  • 485 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2021.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2021, filed 19 May 2021.