Tru Independence LLC Schwab Strategic Tr Us Small C Transaction History

Tru Independence LLC

$334 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Mar 09, 2021	SELL	$34.66 - $45.17 $43,844 - $57,140	-1,265 Closed	0 $0
Q3 2020 Nov 19, 2020	BUY	$32.09 - $36.38 $40,593 - $46,020	1,265 New	1,265 $87,000

Others Institutions Holding SCHA

# of Institutions

1,146

Shares Held

147M

Call Options Held

55.6K

Put Options Held

7.8K

Bank Of America Corp Charlotte, NC

22.1M
Shares

$622 Million
0.1% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

12.3M
Shares

$346 Million
2.15% of portfolio
Personal Capital Advisors Corp

10.5M
Shares

$296 Million
2.07% of portfolio
Sei Investments CO Oaks, PA

7.32M
Shares

$206 Million
0.5% of portfolio
Mercer Global Advisors Inc Denver, CO

2.99M
Shares

$84.1 Million
0.34% of portfolio

About SCHWAB STRATEGIC TR US SMALL-C

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