TCM
TruNorth Capital Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.4M | Buy |
1,739,672
+95,773
| +6% | +$2.33M | 9.43% | 3 |
|
|
2025
Q1 | $40M | Buy |
1,643,899
+51,014
| +3% | +$1.24M | 9.95% | 2 |
|
|
2024
Q4 | $38.3M | Buy |
1,592,885
+914,643
| +135% | +$22M | 10.47% | 2 |
|
|
2024
Q3 | $33.2M | Buy |
678,242
+57,340
| +9% | +$2.81M | 9.84% | 2 |
|
|
2024
Q2 | $29.9M | Buy |
620,902
+54,370
| +10% | +$2.62M | 9.7% | 2 |
|
|
2024
Q1 | $27.3M | Buy |
+566,532
| New | +$27.3M | 9.41% | 2 |
|