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tru Independence’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

tru Independence’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-20,436
Closed -$573K – 823
2020
Q3 		$573K Buy
+20,436
New +$576K 0.16% 110
2020
Q1 		– Sell
-8,526
Closed -$231K – 881
2019
Q4 		$231K Buy
+8,526
New +$228K 0.03% 233

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Wealth Enhancement Advisory Services
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

tru Independence's SCHZ Position: Q4 2020 in Review

tru Independence sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2020, closing a stake of 20,436 shares — an estimated $573K sold.

tru Independence first reported a position in SCHZ in Q4 2019 and held it in 2 quarters. The position peaked at $573K in Q3 2020. 507 funds tracked by Wall St. Rank hold SCHZ as of Q4 2020.

  • tru Independence reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • tru Independence sold 20,436 Schwab US Aggregate Bond ETF shares in Q4 2020, an estimated $573K.
  • tru Independence first reported a position in Schwab US Aggregate Bond ETF in Q4 2019 and held it in 2 quarters.
  • tru Independence's Schwab US Aggregate Bond ETF position peaked at $573K in Q3 2020.
  • 507 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2020.

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