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TruNorth Capital Management, LLC: SCHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TruNorth Capital Management, LLC on SCHB, newest first. How the timeline and the estimate are built.

TruNorth Capital Management, LLC held 5,602,501 SCHB shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,602,501 shares
    Change vs previous 13F +153,334 shares

    25.6% of the 13F portfolio, value $164,209,291.

    13F-HR 0002085853-26-001165 filed by TruNorth Capital Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,449,167 shares
    Change vs previous 13F +238,428 shares

    25.35% of the 13F portfolio, value $157,807,887.

    13F-HR 0002085853-26-000809 filed by TruNorth Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 5,210,739 shares
    Change vs previous 13F +120,310 shares

    25.07% of the 13F portfolio, value $130,789,561.

    13F-HR 0002085853-26-000462 filed by TruNorth Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 5,090,429 shares
    Change vs previous 13F +19,118 shares

    25.34% of the 13F portfolio, value $133,521,957.

    13F-HR 0002085853-26-000243 filed by TruNorth Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 5,071,311 shares
    Change vs previous 13F +407,152 shares

    25.79% of the 13F portfolio, value $130,383,394.

    13F-HR 0001639695-25-000010 filed by TruNorth Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 4,664,159 shares
    Change vs previous 13F +413,023 shares

    24.7% of the 13F portfolio, value $111,146,921.

    13F-HR 0001908158-25-000005 filed by TruNorth Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 4,251,136 shares
    Change vs previous 13F +243,445 shares

    22.75% of the 13F portfolio, value $91,526,961.

    13F-HR 0001639695-25-000004 filed by TruNorth Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 4,007,691 shares
    Change vs previous 13F not available

    24.86% of the 13F portfolio, value $90,974,581.

    13F-HR 0001639695-25-000001 filed by TruNorth Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).