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TruNorth Capital Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

TruNorth Capital Management’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-124
Closed -$2.87K – 392
2024
Q1 		$2.87K Buy
+124
New +$2.74K ﹤0.01% 238

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TruNorth Capital Management's SCHG Position: Q2 2024 in Review

TruNorth Capital Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2024, closing a stake of 124 shares — an estimated $2.87K sold.

TruNorth Capital Management first reported a position in SCHG in Q1 2024 and held it in 1 quarter. The position peaked at $2.87K in Q1 2024. 1,185 funds tracked by Wall St. Rank hold SCHG as of Q2 2024.

  • TruNorth Capital Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
  • TruNorth Capital Management sold 124 Schwab US Large-Cap Growth ETF shares in Q2 2024, an estimated $2.87K.
  • TruNorth Capital Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and held it in 1 quarter.
  • TruNorth Capital Management's Schwab US Large-Cap Growth ETF position peaked at $2.87K in Q1 2024.
  • 1,185 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2024.

Based on TruNorth Capital Management's 13F filing for Q2 2024, filed 18 Jul 2024.