TCM
TruNorth Capital Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Buy |
44,328
+8
| +0% | +$212 | 0.26% | 30 |
|
|
2025
Q1 | $1.24M | Buy |
44,320
+40
| +0.1% | +$1.12K | 0.31% | 29 |
|
|
2024
Q4 | $1.21M | Buy |
44,280
+29,522
| +200% | +$807K | 0.33% | 27 |
|
|
2024
Q3 | $1.25M | Buy |
14,758
+6
| +0% | +$507 | 0.37% | 28 |
|
|
2024
Q2 | $1.15M | Hold |
14,752
| – | – | 0.37% | 29 |
|
|
2024
Q1 | $1.19M | Buy |
+14,752
| New | +$1.19M | 0.41% | 27 |
|