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tru Independence’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

tru Independence’s Portfolio SCHE Stock Details SCHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-16,707
Closed -$531K – 356
2021
Q1 		$531K Buy
+16,707
New +$544K 0.1% 171
2020
Q4 		– Sell
-208,788
Closed -$5.59M – 817
2020
Q3 		$5.59M Buy
+208,788
New +$5.58M 1.58% 17
2020
Q1 		– Sell
-117,237
Closed -$2.43M – 874
2019
Q4 		$2.43M Buy
+117,237
New +$3.09M 0.35% 82

Other funds holding SCHE

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM

tru Independence's SCHE Position: Q2 2021 in Review

tru Independence sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2021, closing a stake of 16,707 shares — an estimated $531K sold.

tru Independence first reported a position in SCHE in Q4 2019 and held it in 3 quarters. The position peaked at $5.59M in Q3 2020. 694 funds tracked by Wall St. Rank hold SCHE as of Q2 2021.

  • tru Independence reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2021 after selling out during the quarter.
  • tru Independence sold 16,707 Schwab Emerging Markets Equity ETF shares in Q2 2021, an estimated $531K.
  • tru Independence first reported a position in Schwab Emerging Markets Equity ETF in Q4 2019 and held it in 3 quarters.
  • tru Independence's Schwab Emerging Markets Equity ETF position peaked at $5.59M in Q3 2020.
  • 694 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2021.

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