Tru North Capital Management, LLC Schwab Strategic Tr Us Broad M Transaction History
Tru North Capital Management, LLC
- $338 Billion
- Q3 2024
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 1,320,363 shares of SCHB stock, worth $30.8 Million. This represents 26.02% of its overall portfolio holdings.
Number of Shares
1,320,363
Previous 1,302,430
1.38%
Holding current value
$30.8 Million
Previous $81.9 Billion
7.26%
% of portfolio
26.02%
Previous 26.56%
Shares
3 transactions
Others Institutions Holding SCHB
# of Institutions
1,200Shares Held
288MCall Options Held
191KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$481 Million4.26% of portfolio
-
Hengehold Capital Management LLC8.94MShares$209 Million19.23% of portfolio
-
Strid Group, LLC8.53MShares$199 Million30.52% of portfolio
-
Hb Wealth Management, LLC6.51MShares$152 Million1.52% of portfolio
-
Betterment LLC New York, NY6.06MShares$141 Million0.97% of portfolio