True North Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

True North Advisors, LLC

  • $557 Million
  • Q1 2025

A detailed history of True North Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, True North Advisors, LLC holds 117,051 shares of SCHM stock, worth $3.17 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
117,051
Holding current value
$3.17 Million
% of portfolio
0.55%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
BUY
$25.58 - $29.24 $2.99 Million - $3.42 Million
117,051 New
117,051 $3.07 Million

Others Institutions Holding SCHM

# of Institutions
1,004
Shares Held
283M
Call Options Held
45.7K
Put Options Held
5.47K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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