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Schwab Strategic Tr cmn shares owned by TruNorth Capital Management

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by TruNorth Capital Management from 13F filings

Historical chart of TruNorth Capital Management investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn 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 Strategic Tr cmn by TruNorth Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $426k 5.3k 80.37
2024-06-30 $392k 5.3k 74.08
2024-03-31 $407k 5.4k 75.98

More positions owned by TruNorth Capital Management

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Stryker Corporation (SYK)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Columbia Etf Tr I Diversifid Fxd (DIAL)
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)
Dimensional Etf Trust Us Small Cap Etf (DFAS)

View all positions for TruNorth Capital Management

Top funds holding Schwab Strategic Tr cmn

Mather Group
Envestnet Asset Management
Honkamp Krueger Financial Services
Wealth Enhancement Advisory Services
Mariner Wealth Advisors
Gemmer Asset Management
Dodds Wealth
Savant Capital Management
LPL Financial
Moneta Group Investment Advisors
Mokosak Advisory Group
Rainey & Randall Investment Management
Financial Advisors
Krilogy Financial
HighTower Advisors

View all funds holding Schwab Strategic Tr cmn