Tru North Capital Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Tru North Capital Management, LLC
- $450 Billion
- Q2 2025
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 44,328 shares of SCHD stock, worth $1.18 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
44,328
Previous 44,320
0.02%
Holding current value
$1.18 Million
Previous $1.24 Billion
5.2%
% of portfolio
0.26%
Previous 0.31%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
2,014Shares Held
885MCall Options Held
4.51MPut Options Held
2.75M-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.04 Billion0.37% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX38.9MShares$1.03 Billion0.43% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$877 Million4.23% of portfolio
-
Wealthspire Advisors, LLC New York, NY29MShares$769 Million4.36% of portfolio
-
Bank Of America Corp Charlotte, NC28.6MShares$758 Million0.06% of portfolio