Schwab U S Broad Market ETF shares owned by TruNorth Capital Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by TruNorth Capital Management
from 13F filings
Historical chart of TruNorth Capital Management investment in Schwab U S Broad Market ETF
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Broad Market ETF held by TruNorth Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab U S Broad Market ETF by TruNorth Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $130M | 5.1M | 25.71 |
| 2025-06-30 | $111M | 4.7M | 23.83 |
| 2025-03-31 | $92M | 4.3M | 21.53 |
| 2024-12-31 | $91M | 4.0M | 22.70 |
| 2024-09-30 | $88M | 1.3M | 66.52 |
| 2024-06-30 | $82M | 1.3M | 62.87 |
| 2024-03-31 | $79M | 1.3M | 61.05 |
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