TI
SCHR

tru Independence’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

tru Independence’s Portfolio SCHR Stock Details SCHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-196,272
Closed -$5.76M – 821
2020
Q3 		$5.76M Buy
+196,272
New +$5.76M 1.63% 15
2020
Q1 		– Sell
-229,666
Closed -$6.75M – 879
2019
Q4 		$6.75M Buy
+229,666
New +$6.35M 0.97% 36

Other funds holding SCHR

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
I2I
Insight 2811 Inc Chicago, Illinois $239M AUM 8.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

tru Independence's SCHR Position: Q4 2020 in Review

tru Independence sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q4 2020, closing a stake of 196,272 shares — an estimated $5.76M sold.

tru Independence first reported a position in SCHR in Q4 2019 and held it in 2 quarters. The position peaked at $6.75M in Q4 2019. 293 funds tracked by Wall St. Rank hold SCHR as of Q4 2020.

  • tru Independence reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q4 2020 after selling out during the quarter.
  • tru Independence sold 196,272 Schwab Intermediately-Term US Treasury ETF shares in Q4 2020, an estimated $5.76M.
  • tru Independence first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2019 and held it in 2 quarters.
  • tru Independence's Schwab Intermediately-Term US Treasury ETF position peaked at $6.75M in Q4 2019.
  • 293 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q4 2020.

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