TCM
TruNorth Capital Management’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $111M | Buy |
4,664,159
+413,023
| +10% | +$9.84M | 24.7% | 1 |
|
|
2025
Q1 | $91.5M | Buy |
4,251,136
+243,445
| +6% | +$5.24M | 22.75% | 1 |
|
|
2024
Q4 | $91M | Buy |
4,007,691
+2,687,328
| +204% | +$61M | 24.86% | 1 |
|
|
2024
Q3 | $87.8M | Buy |
1,320,363
+17,933
| +1% | +$1.19M | 26.02% | 1 |
|
|
2024
Q2 | $81.9M | Buy |
1,302,430
+10,378
| +0.8% | +$652K | 26.56% | 1 |
|
|
2024
Q1 | $78.9M | Buy |
+1,292,052
| New | +$78.9M | 27.19% | 1 |
|