tru Independence’s Schwab International Equity ETF SCHF Stock Holding History

tru Independence’s Portfolio SCHF Stock Details SCHF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-109,034	Closed	-$2.05M	–	357
2021 Q1	$2.05M	Buy	+109,034	New	+$2.03M	0.39%	74
2020 Q4	–	Sell	-445,098	Closed	-$6.99M	–	818
2020 Q3	$6.99M	Buy	+445,098	New	+$6.99M	1.98%	5
2020 Q2	–	Sell	-1,153,408	Closed	-$24.1K	–	917
2020 Q1	$24.1K	Buy	1,153,408 +931,920	+421%	+$14.3M	3.93%	4
2019 Q4	$2.86M	Buy	+221,488	New	+$3.65M	0.41%	76

Other funds holding SCHF

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

tru Independence's SCHF Position: Q2 2021 in Review

tru Independence sold out of Schwab International Equity ETF (SCHF) in Q2 2021, closing a stake of 109,034 shares — an estimated $2.05M sold.

tru Independence first reported a position in SCHF in Q4 2019 and held it in 4 quarters. The position peaked at $6.99M in Q3 2020. 847 funds tracked by Wall St. Rank hold SCHF as of Q2 2021.

tru Independence reported no remaining Schwab International Equity ETF position as of Q2 2021 after selling out during the quarter.
tru Independence sold 109,034 Schwab International Equity ETF shares in Q2 2021, an estimated $2.05M.
tru Independence first reported a position in Schwab International Equity ETF in Q4 2019 and held it in 4 quarters.
tru Independence's Schwab International Equity ETF position peaked at $6.99M in Q3 2020.
847 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2021.

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