Tru North Capital Management, LLC Schwab Strategic Tr Us Large 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 Large C stock. As of the latest transaction made, Tru North Capital Management, LLC holds 15,885 shares of SCHV stock, worth $422,064. This represents 0.11% of its overall portfolio holdings.
Number of Shares
15,885
Previous 5,295
200.0%
Holding current value
$422,064
Previous $426 Million
2.69%
% of portfolio
0.11%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding SCHV
# of Institutions
885Shares Held
327MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA55.4MShares$1.47 Billion3.05% of portfolio
-
Sei Investments CO Oaks, PA38.9MShares$1.03 Billion1.35% of portfolio
-
Mather Group, Llc. Chicago, IL32MShares$849 Million10.86% of portfolio
-
Envestnet Asset Management Inc15.9MShares$423 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ10.1MShares$269 Million0.66% of portfolio