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 $399,646. This represents 0.37% of its overall portfolio holdings.
Number of Shares
14,758
Previous 14,752
0.04%
Holding current value
$399,646
Previous $1.15 Billion
8.74%
% of portfolio
0.37%
Previous 0.37%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,760Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$312 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$250 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$242 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$230 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$201 Million0.05% of portfolio