TIAM2
SCHV

Tru Independence Asset Management 2’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Tru Independence Asset Management 2’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-2,259
Closed -$45K – 358
2020
Q4 		$45K Buy
+2,259
New +$42.2K 0.04% 186

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Tru Independence Asset Management 2 sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2021, closing a stake of 2,259 shares — an estimated $45K sold.

Tru Independence Asset Management 2 first reported a position in SCHV in Q4 2020 and held it in 1 quarter. The position peaked at $45K in Q4 2020. 538 funds tracked by Wall St. Rank hold SCHV as of Q1 2021.

  • Tru Independence Asset Management 2 reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2021 after selling out during the quarter.
  • Tru Independence Asset Management 2 sold 2,259 Schwab US Large-Cap Value ETF shares in Q1 2021, an estimated $45K.
  • Tru Independence Asset Management 2 first reported a position in Schwab US Large-Cap Value ETF in Q4 2020 and held it in 1 quarter.
  • Tru Independence Asset Management 2's Schwab US Large-Cap Value ETF position peaked at $45K in Q4 2020.
  • 538 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2021.

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