Tru North Capital Management, LLC Schwab Strategic Tr Us Broad M Transaction History

Tru North Capital Management, LLC

  • $506 Billion
  • Q3 2025

A detailed history of Tru North Capital Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Tru North Capital Management, LLC holds 5,071,311 shares of SCHB stock, worth $131 Million. This represents 25.79% of its overall portfolio holdings.

Number of Shares
5,071,311
Previous 4,664,159 8.73%
Holding current value
$131 Million
Previous $111 Billion 17.31%
% of portfolio
25.79%
Previous 24.7%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
BUY
$23.82 - $25.84 $9.7 Million - $10.5 Million
407,152 Added 8.73%
5,071,311 $130 Billion
Q2 2025

Jul 18, 2025
BUY
$19.1 - $23.83 $7.89 Million - $9.84 Million
413,023 Added 9.72%
4,664,159 $111 Billion
Q1 2025

May 01, 2025
BUY
$21.23 - $23.75 $5.17 Million - $5.78 Million
243,445 Added 6.07%
4,251,136 $91.5 Billion
Q4 2024

Feb 04, 2025
BUY
$22.01 - $66.82 $59.1 Million - $180 Million
2,687,328 Added 203.53%
4,007,691 $91 Billion
Q3 2024

Oct 24, 2024
BUY
$59.93 - $66.52 $1.07 Million - $1.19 Million
17,933 Added 1.38%
1,320,363 $87.8 Billion
Q2 2024

Jul 18, 2024
BUY
$57.57 - $63.3 $597,461 - $656,927
10,378 Added 0.8%
1,302,430 $81.9 Billion
Q1 2024

Jun 17, 2024
BUY
$54.61 - $61.05 $70.6 Million - $78.9 Million
1,292,052 New
1,292,052 $78.9 Billion

Others Institutions Holding SCHB

# of Institutions
1,376
Shares Held
499M
Call Options Held
299K
Put Options Held
22.8K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
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