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 $18.3 Million. This represents 4.85% of its overall portfolio holdings.
Number of Shares
685,790
Previous 321,601
113.24%
Holding current value
$18.3 Million
Previous $16.6 Billion
7.08%
% of portfolio
4.85%
Previous 4.91%
Shares
4 transactions
Others Institutions Holding SCHA
# of Institutions
1,168Shares Held
190MCall Options Held
55.6KPut Options Held
7.8K-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$676 Million2.22% of portfolio
-
Bank Of America Corp Charlotte, NC22.1MShares$591 Million0.1% of portfolio
-
Personal Capital Advisors Corp10.5MShares$281 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.32MShares$195 Million0.5% of portfolio
-
Advisory Alpha, LLC4.23MShares$113 Million3.94% of portfolio