TCM
TruNorth Capital Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $440K | Hold |
15,885
| – | – | 0.1% | 60 |
|
|
2025
Q1 | $422K | Hold |
15,885
| – | – | 0.11% | 63 |
|
|
2024
Q4 | $414K | Buy |
15,885
+10,590
| +200% | +$276K | 0.11% | 46 |
|
|
2024
Q3 | $426K | Hold |
5,295
| – | – | 0.13% | 45 |
|
|
2024
Q2 | $392K | Sell |
5,295
-61
| -1% | -$4.52K | 0.13% | 46 |
|
|
2024
Q1 | $407K | Buy |
+5,356
| New | +$407K | 0.14% | 42 |
|