TCM
TruNorth Capital Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.8M | Buy |
862,366
+129,841
| +18% | +$3.28M | 4.85% | 5 |
|
|
2025
Q1 | $17.2M | Buy |
732,525
+46,735
| +7% | +$1.1M | 4.27% | 6 |
|
|
2024
Q4 | $17.7M | Buy |
685,790
+364,189
| +113% | +$9.42M | 4.85% | 6 |
|
|
2024
Q3 | $16.6M | Buy |
321,601
+10,423
| +3% | +$537K | 4.91% | 6 |
|
|
2024
Q2 | $14.8M | Buy |
311,178
+11,817
| +4% | +$561K | 4.79% | 6 |
|
|
2024
Q1 | $14.7M | Buy |
+299,361
| New | +$14.7M | 5.08% | 6 |
|