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True North Advisors, LLC

SEC CIK
0001634556
Latest filing
Jul 22, 2026

SCHW holding history

Schwab Charles Corp in every 13F filed by True North Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SCHW overviewAll 13F holders of SCHWFull Q2 2026 holdings

Shares (Q2 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q2 2021
Holdings of SCHW by True North Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−46,100−100.0%Sold outHolders
Q1 202346,100$2.41M0.7%+1,100+2.4%AddedHolders
Q4 202245,000$3.75M1.3%00.0%UnchangedHolders
Q3 202245,000$3.23M1.1%00.0%UnchangedHolders
Q2 202245,000$2.84M0.9%00.0%UnchangedHolders
Q1 202245,000$3.79M1.0%−382−0.8%ReducedHolders
Q4 202145,382$3.82M0.6%+382+0.8%AddedHolders
Q3 202145,000$3.28M0.6%00.0%UnchangedHolders
Q2 202145,000$3.28M0.7%+45,000NewHolders