Tru North Capital Management, LLC Schwab Strategic U.S. Mid Cap Transaction History
Tru North Capital Management, LLC
- $450 Billion
- Q2 2025
A detailed history of Tru North Capital Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Tru North Capital Management, LLC holds 14 shares of SCHM stock, worth $404. This represents 0.0% of its overall portfolio holdings.
Number of Shares
14Holding current value
$404% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
1,042Shares Held
284MCall Options Held
9.4KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$1.74 Billion3.39% of portfolio
-
Creative Planning Overland Park, KS29.6MShares$856 Million0.72% of portfolio
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High Tower Advisors, LLC Chicago, IL10.6MShares$306 Million0.39% of portfolio
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Northwestern Mutual Wealth Management CO10.3MShares$297 Million0.21% of portfolio
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Moneta Group Investment Advisors LLC St Louis, MO9.47MShares$274 Million3.22% of portfolio