TruNorth Capital Management, LLC SCHB Holdings History
TruNorth Capital Management, LLC's Schwab U.S. Broad Market ETF Holding Summary
As of 2025-06-30, TruNorth Capital Management, LLC held 4.66 Mil shares of Schwab U.S. Broad Market ETF(SCHB), totaling $111.15 Mil. This investment constitutes 24.7% of their stock portfolio, and TruNorth Capital Management, LLC now holds 0.32% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2024Q1. And since then TruNorth Capital Management, LLC has made 5 purchases of SCHB, at an average price of $31.75, for a total of 4.66 Mil shares. Based on historical transaction data and SCHB's current price of $24.48, TruNorth Capital Management, LLC's estimated gain on his SCHB holdings is $-33.92 Mil, reflecting a -22.90% gain to date.
TruNorth Capital Management, LLC SCHB ($24.48) Holding Chart
TruNorth Capital Management, LLC SCHB ($24.48) 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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