tru Independence’s Schwab US Mid-Cap ETF SCHM Stock Holding History

tru Independence’s Portfolio SCHM Stock Details SCHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-57,069	Closed	-$1.42M	–	358
2021 Q1	$1.42M	Buy	+57,069	New	+$1.38M	0.27%	84
2020 Q4	–	Sell	-65,319	Closed	-$1.21M	–	820
2020 Q3	$1.21M	Buy	+65,319	New	+$1.21M	0.34%	65
2020 Q1	–	Sell	-5,766	Closed	-$81K	–	877
2019 Q4	$81K	Buy	+5,766	New	+$112K	0.01%	327

Other funds holding SCHM

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

BBA

BLB&B Advisors Montgomeryville, Pennsylvania $2.42B AUM 22.12% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

tru Independence's SCHM Position: Q2 2021 in Review

tru Independence sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2021, closing a stake of 57,069 shares — an estimated $1.42M sold.

tru Independence first reported a position in SCHM in Q4 2019 and held it in 3 quarters. The position peaked at $1.42M in Q1 2021. 695 funds tracked by Wall St. Rank hold SCHM as of Q2 2021.

tru Independence reported no remaining Schwab US Mid-Cap ETF position as of Q2 2021 after selling out during the quarter.
tru Independence sold 57,069 Schwab US Mid-Cap ETF shares in Q2 2021, an estimated $1.42M.
tru Independence first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and held it in 3 quarters.
tru Independence's Schwab US Mid-Cap ETF position peaked at $1.42M in Q1 2021.
695 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2021.

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