TI
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tru Independence’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

tru Independence’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-5,060
Closed -$87K – 814
2020
Q3 		$87K Buy
+5,060
New +$87.1K 0.02% 190

Other funds holding SCHA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

tru Independence's SCHA Position: Q4 2020 in Review

tru Independence sold out of Schwab U.S Small- Cap ETF (SCHA) in Q4 2020, closing a stake of 5,060 shares — an estimated $87K sold.

tru Independence first reported a position in SCHA in Q3 2020 and held it in 1 quarter. The position peaked at $87K in Q3 2020. 748 funds tracked by Wall St. Rank hold SCHA as of Q4 2020.

  • tru Independence reported no remaining Schwab U.S Small- Cap ETF position as of Q4 2020 after selling out during the quarter.
  • tru Independence sold 5,060 Schwab U.S Small- Cap ETF shares in Q4 2020, an estimated $87K.
  • tru Independence first reported a position in Schwab U.S Small- Cap ETF in Q3 2020 and held it in 1 quarter.
  • tru Independence's Schwab U.S Small- Cap ETF position peaked at $87K in Q3 2020.
  • 748 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2020.

Based on tru Independence's 13F filing for Q4 2020, filed 9 Mar 2021.