Tru North Capital Management, LLC Schwab Strategic Tr Us Dividen 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 Dividen stock. As of the latest transaction made, Tru North Capital Management, LLC holds 14,758 shares of SCHD stock, worth $413,076. This represents 0.37% of its overall portfolio holdings.
Number of Shares
14,758
Previous 14,752
0.04%
Holding current value
$413,076
Previous $1.15 Billion
8.74%
% of portfolio
0.37%
Previous 0.37%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,784Shares Held
333MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$323 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$310 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$258 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$250 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$238 Million4.81% of portfolio