Tru North Capital Management, LLC Schwab Strategic Tr Us Broad M 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 Broad M stock. As of the latest transaction made, Tru North Capital Management, LLC holds 4,007,691 shares of SCHB stock, worth $85.9 Million. This represents 24.86% of its overall portfolio holdings.
Number of Shares
4,007,691
Previous 1,320,363
203.53%
Holding current value
$85.9 Million
Previous $87.8 Billion
3.58%
% of portfolio
24.86%
Previous 26.02%
Shares
4 transactions
Others Institutions Holding SCHB
# of Institutions
1,270Shares Held
484MCall Options Held
365KPut Options Held
32.6K-
Wealthfront Advisers LLC60.2MShares$1.29 Billion4.02% of portfolio
-
Betterment LLC New York, NY17.8MShares$381 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$246 Million19.46% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$219 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$200 Million13.85% of portfolio