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TruNorth Capital Management’s Schwab US Broad Market ETF SCHB Stock Holding History

TruNorth Capital Management’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$158M Buy
5,449,167
+238,428
+5% +$6.67M 25.35% 1
2026
Q1 		$131M Buy
5,210,739
+120,310
+2% +$3.16M 25.07% 1
2025
Q4 		$134M Buy
5,090,429
+19,118
+0.4% +$498K 25.34% 1
2025
Q3 		$130M Buy
5,071,311
+407,152
+9% +$10.1M 25.79% 1
2025
Q2 		$111M Buy
4,664,159
+413,023
+10% +$9.1M 24.7% 1
2025
Q1 		$91.5M Buy
4,251,136
+243,445
+6% +$5.54M 22.75% 1
2024
Q4 		$91M Buy
4,007,691
+46,602
+1% +$1.06M 24.86% 1
2024
Q3 		$87.8M Buy
3,961,089
+53,799
+1% +$1.15M 26.02% 1
2024
Q2 		$81.9M Buy
3,907,290
+31,134
+0.8% +$631K 26.56% 1
2024
Q1 		$78.9M Buy
+3,876,156
New +$75M 27.19% 1

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

TruNorth Capital Management's SCHB Position: Q2 2026 in Review

TruNorth Capital Management increased its Schwab US Broad Market ETF (SCHB) stake by 4.6% in Q2 2026, buying an estimated $6.67M and bringing the position to 5,449,167 shares worth $158M. The position accounts for 25.35% of the portfolio, ranked #1.

TruNorth Capital Management first reported a position in SCHB in Q1 2024 and has held it in 10 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • TruNorth Capital Management held 5,449,167 shares of Schwab US Broad Market ETF worth $158M as of Q2 2026.
  • TruNorth Capital Management bought 238,428 Schwab US Broad Market ETF shares in Q2 2026, an estimated $6.67M.
  • Schwab US Broad Market ETF made up 25.35% of TruNorth Capital Management's portfolio in Q2 2026, its #1 holding.
  • TruNorth Capital Management first reported a position in Schwab US Broad Market ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on TruNorth Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.