Tru North Capital Management, LLC Schwab Us Aggregate Bond ETF Transaction History
Tru North Capital Management, LLC
- $338 Billion
- Q3 2024
A detailed history of Tru North Capital Management, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Tru North Capital Management, LLC holds 674,065 shares of SCHZ stock, worth $15.4 Million. This represents 9.49% of its overall portfolio holdings.
Number of Shares
674,065
Previous 623,215
8.16%
Holding current value
$15.4 Million
Previous $28.4 Billion
12.76%
% of portfolio
9.49%
Previous 9.22%
Shares
3 transactions
Others Institutions Holding SCHZ
# of Institutions
628Shares Held
83MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$144 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.7 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.5 Million5.37% of portfolio
-
Charles Schwab Trust CO2.9MShares$66.2 Million12.11% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$65 Million17.53% of portfolio