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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

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Quarterly 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