TruNorth Capital Management, LLC SCHZ Holdings History
TruNorth Capital Management, LLC's Schwab US Aggregate Bond ETF Holding Summary
As of 2025-06-30, TruNorth Capital Management, LLC held 1.17 Mil shares of Schwab US Aggregate Bond ETF(SCHZ), totaling $27.20 Mil. This investment constitutes 6.05% of their stock portfolio, and TruNorth Capital Management, LLC now holds 0.31% of the outstanding Schwab US Aggregate Bond ETF(SCHZ) stock.
The initial trade took place in 2024Q1. And since then TruNorth Capital Management, LLC has made 4 purchases of SCHZ, at an average price of $33.59, for a total of 1.38 Mil shares. In addition, there have been 1 sales at an average price of $23.09 for 207,492.00 shares. Based on historical transaction data and SCHZ's current price of $23.01, TruNorth Capital Management, LLC's estimated gain on his SCHZ holdings is $-14.56 Mil, reflecting a -31.45% gain to date.
TruNorth Capital Management, LLC SCHZ ($23.01) Holding Chart
TruNorth Capital Management, LLC SCHZ ($23.01) 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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