TruNorth Capital Management, LLC SCHA Holdings History
TruNorth Capital Management, LLC's Schwab U.S. Small-Cap ETF Holding Summary
As of 2025-06-30, TruNorth Capital Management, LLC held 862,366.00 shares of Schwab U.S. Small-Cap ETF(SCHA), totaling $21.82 Mil. This investment constitutes 4.85% of their stock portfolio, and TruNorth Capital Management, LLC now holds 0.13% of the outstanding Schwab U.S. Small-Cap ETF(SCHA) stock.
The initial trade took place in 2024Q1. And since then TruNorth Capital Management, LLC has made 5 purchases of SCHA, at an average price of $32.73, for a total of 862,366.00 shares. Based on historical transaction data and SCHA's current price of $26.20, TruNorth Capital Management, LLC's estimated gain on his SCHA holdings is $-5.63 Mil, reflecting a -19.95% gain to date.
TruNorth Capital Management, LLC SCHA ($26.20) Holding Chart
TruNorth Capital Management, LLC SCHA ($26.20) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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