Tru North Capital Management, LLC Schwab Us Aggregate Bond ETF Transaction History
Tru North Capital Management, LLC
- $308 Billion
- Q2 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 623,215 shares of SCHZ stock, worth $29.7 Million. This represents 9.22% of its overall portfolio holdings.
Number of Shares
623,215
Previous 580,878
7.29%
Holding current value
$29.7 Million
Previous $26.7 Billion
6.31%
% of portfolio
9.22%
Previous 9.21%
Shares
2 transactions
Others Institutions Holding SCHZ
# of Institutions
625Shares Held
107MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$1.61 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$269 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$162 Million5.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.68MShares$128 Million0.03% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.59MShares$123 Million16.7% of portfolio