tru Independence’s Schwab US Large- Cap ETF SCHX Stock Holding History

tru Independence’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-22,710	Closed	-$363K	–	359
2021 Q1	$363K	Buy	+22,710	New	+$356K	0.07%	196
2020 Q4	–	Sell	-563,646	Closed	-$7.58M	–	822
2020 Q3	$7.58M	Buy	+563,646	New	+$7.49M	2.15%	3
2020 Q1	–	Sell	-572,784	Closed	-$5.85M	–	880
2019 Q4	$5.85M	Buy	+572,784	New	+$7.02M	0.84%	43

Other funds holding SCHX

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

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

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

tru Independence's SCHX Position: Q2 2021 in Review

tru Independence sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2021, closing a stake of 22,710 shares — an estimated $363K sold.

tru Independence first reported a position in SCHX in Q4 2019 and held it in 3 quarters. The position peaked at $7.58M in Q3 2020. 872 funds tracked by Wall St. Rank hold SCHX as of Q2 2021.

tru Independence reported no remaining Schwab US Large- Cap ETF position as of Q2 2021 after selling out during the quarter.
tru Independence sold 22,710 Schwab US Large- Cap ETF shares in Q2 2021, an estimated $363K.
tru Independence first reported a position in Schwab US Large- Cap ETF in Q4 2019 and held it in 3 quarters.
tru Independence's Schwab US Large- Cap ETF position peaked at $7.58M in Q3 2020.
872 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2021.

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