Tru North Capital Management, LLC Schwab Strategic Tr Us Emergin 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 Emergin stock. As of the latest transaction made, Tru North Capital Management, LLC holds 328,697 shares of SCHE stock, worth $9.22 Million. This represents 2.39% of its overall portfolio holdings.
Number of Shares
328,697
Previous 287,989
14.14%
Holding current value
$9.22 Million
Previous $8.4 Billion
4.16%
% of portfolio
2.39%
Previous 2.49%
Shares
4 transactions
Others Institutions Holding SCHE
# of Institutions
824Shares Held
143MCall Options Held
24.2KPut Options Held
300-
Creative Planning Overland Park, KS20.4MShares$573 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$525 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$235 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$97.6 Million3.99% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.38MShares$66.7 Million0.14% of portfolio