Tru North Capital Management, LLC Schwab Strategic Tr Us Small C Transaction History
Tru North Capital Management, LLC
- $366 Billion
- Q4 2024
A detailed history of Tru North Capital Management, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Tru North Capital Management, LLC holds 685,790 shares of SCHA stock, worth $16.3 Million. This represents 4.85% of its overall portfolio holdings.
Number of Shares
685,790
Previous 321,601
113.24%
Holding current value
$16.3 Million
Previous $16.6 Billion
7.08%
% of portfolio
4.85%
Previous 4.91%
Shares
4 transactions
Others Institutions Holding SCHA
# of Institutions
1,251Shares Held
274MCall Options Held
66.4KPut Options Held
2.7K-
Bank Of America Corp Charlotte, NC46.3MShares$1.1 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$604 Million2.22% of portfolio
-
Sei Investments CO Oaks, PA13.8MShares$328 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$251 Million2.07% of portfolio
-
Envestnet Asset Management Inc6.31MShares$150 Million0.05% of portfolio