tru Independence’s Schwab US Broad Market ETF SCHB Stock Holding History

tru Independence’s Portfolio SCHB Stock Details SCHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-493,278	Closed	-$7.95M	–	355
2021 Q1	$7.95M	Buy	+493,278	New	+$7.78M	1.5%	11
2020 Q4	–	Sell	-493,278	Closed	-$6.55M	–	815
2020 Q3	$6.55M	Sell	493,278 -4,223,040	-90%	-$55.5M	1.86%	10
2020 Q2	$35	Buy	+4,716,318	New	+$54.4M	0.01%	427

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

tru Independence's SCHB Position: Q2 2021 in Review

tru Independence sold out of Schwab US Broad Market ETF (SCHB) in Q2 2021, closing a stake of 493,278 shares — an estimated $7.95M sold.

tru Independence first reported a position in SCHB in Q2 2020 and held it in 3 quarters. The position peaked at $7.95M in Q1 2021. 776 funds tracked by Wall St. Rank hold SCHB as of Q2 2021.

tru Independence reported no remaining Schwab US Broad Market ETF position as of Q2 2021 after selling out during the quarter.
tru Independence sold 493,278 Schwab US Broad Market ETF shares in Q2 2021, an estimated $7.95M.
tru Independence first reported a position in Schwab US Broad Market ETF in Q2 2020 and held it in 3 quarters.
tru Independence's Schwab US Broad Market ETF position peaked at $7.95M in Q1 2021.
776 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2021.

Based on tru Independence's 13F filing for Q2 2021, filed 3 Aug 2021.