Tru Independence LLC Schwab Strategic Tr Intl Eqty Transaction History

Tru Independence LLC

$309 Million
Q1 2025

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 03, 2021	SELL	$38.15 - $40.84 $2.08 Million - $2.23 Million	-54,517 Closed	0 $0
Q1 2021 May 20, 2021	BUY	$35.74 - $38.15 $1.95 Million - $2.08 Million	54,517 New	54,517 $2.05 Million
Q4 2020 Mar 09, 2021	SELL	$30.32 - $36.26 $6.75 Million - $8.07 Million	-222,549 Closed	0 $0
Q3 2020 Nov 19, 2020	BUY	$29.85 - $32.42 $6.64 Million - $7.22 Million	222,549 New	222,549 $6.99 Million
Q2 2020 Aug 19, 2020	SELL	$24.62 - $31.42 $14.2 Million - $18.1 Million	-576,704 Closed	0 $0
Q1 2020 May 19, 2020	BUY	$22.3 - $34.12 $10.4 Million - $15.9 Million	465,960 Added 420.75%	576,704 $24.1 Million
Q4 2019 May 19, 2020	BUY	$30.95 - $33.72 $3.43 Million - $3.73 Million	110,744 New	110,744 $2.86 Million

Others Institutions Holding SCHF

# of Institutions

1,416

Shares Held

1.54B

Call Options Held

52.9K

Put Options Held

3.9K

Northwestern Mutual Wealth Management CO

348M
Shares

$7.53 Billion
5.68% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

185M
Shares

$4 Billion
12.0% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

170M
Shares

$3.69 Billion
7.25% of portfolio
Wealthfront Advisers LLC

105M
Shares

$2.27 Billion
5.93% of portfolio
Personal Capital Advisors Corp

71.3M
Shares

$1.54 Billion
11.16% of portfolio

About SCHWAB STRATEGIC TR INTL EQTY

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