Tru North Capital Management, LLC Schwab Strategic U.S. Mid Cap Transaction History
Tru North Capital Management, LLC
- $506 Billion
- Q3 2025
A detailed history of Tru North Capital Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Tru North Capital Management, LLC holds 371 shares of SCHM stock, worth $10,818. This represents 0.0% of its overall portfolio holdings.
Number of Shares
371
Previous 14
2550.0%
Holding current value
$10,818
Previous $393,000
2697.96%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHM
# of Institutions
1,067Shares Held
282MCall Options Held
8.7KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.71 Billion3.34% of portfolio
-
Creative Planning Overland Park, KS29.5MShares$861 Million0.68% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.8MShares$314 Million0.38% of portfolio
-
Northwestern Mutual Wealth Management CO10.5MShares$305 Million0.21% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO10MShares$292 Million2.42% of portfolio