tru Independence’s Schwab US Dividend Equity ETF SCHD Stock Holding History

tru Independence’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-13,959	Closed	-$258K	–	816
2020 Q3	$258K	Buy	+13,959	New	+$257K	0.07%	148
2020 Q1	–	Sell	-16,227	Closed	-$243K	–	873
2019 Q4	$243K	Buy	+16,227	New	+$304K	0.04%	228

Other funds holding SCHD

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

tru Independence's SCHD Position: Q4 2020 in Review

tru Independence sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2020, closing a stake of 13,959 shares — an estimated $258K sold.

tru Independence first reported a position in SCHD in Q4 2019 and held it in 2 quarters. The position peaked at $258K in Q3 2020. 778 funds tracked by Wall St. Rank hold SCHD as of Q4 2020.

tru Independence reported no remaining Schwab US Dividend Equity ETF position as of Q4 2020 after selling out during the quarter.
tru Independence sold 13,959 Schwab US Dividend Equity ETF shares in Q4 2020, an estimated $258K.
tru Independence first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and held it in 2 quarters.
tru Independence's Schwab US Dividend Equity ETF position peaked at $258K in Q3 2020.
778 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2020.

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