TruNorth Capital Management, LLC SCHO Holdings History
TruNorth Capital Management, LLC's Schwab Short-Term U.S. Treasury ETF Holding Summary
As of 2025-06-30, TruNorth Capital Management, LLC held 1.74 Mil shares of Schwab Short-Term U.S. Treasury ETF(SCHO), totaling $42.41 Mil. This investment constitutes 9.43% of their stock portfolio, and TruNorth Capital Management, LLC now holds 0.39% of the outstanding Schwab Short-Term U.S. Treasury ETF(SCHO) stock.
The initial trade took place in 2024Q1. And since then TruNorth Capital Management, LLC has made 5 purchases of SCHO, at an average price of $32.84, for a total of 1.74 Mil shares. Based on historical transaction data and SCHO's current price of $24.29, TruNorth Capital Management, LLC's estimated gain on his SCHO holdings is $-14.87 Mil, reflecting a -26.03% gain to date.
TruNorth Capital Management, LLC SCHO ($24.29) Holding Chart
TruNorth Capital Management, LLC SCHO ($24.29) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
