tru Independence’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

tru Independence’s Portfolio SCHJ Stock Details SCHJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-184,030	Closed	-$4.74M	–	819
2020 Q3	$4.74M	Buy	+184,030	New	+$4.74M	1.34%	30

Other funds holding SCHJ

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

Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return

Washburn Capital Management Vero Beach, Florida $172M AUM 25.41% 1-Year Est. Return

Physician Wealth Advisors Midvale, Utah $719M AUM 20.03% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Lederer & Associates Investment Counsel Long Beach, California $152M AUM 19.48% 1-Year Est. Return

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

tru Independence's SCHJ Position: Q4 2020 in Review

tru Independence sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q4 2020, closing a stake of 184,030 shares — an estimated $4.74M sold.

tru Independence first reported a position in SCHJ in Q3 2020 and held it in 1 quarter. The position peaked at $4.74M in Q3 2020. 28 funds tracked by Wall St. Rank hold SCHJ as of Q4 2020.

tru Independence reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
tru Independence sold 184,030 Schwab 1-5 Year Corporate Bond ETF shares in Q4 2020, an estimated $4.74M.
tru Independence first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q3 2020 and held it in 1 quarter.
tru Independence's Schwab 1-5 Year Corporate Bond ETF position peaked at $4.74M in Q3 2020.
28 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q4 2020.

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