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XML Financial, LLC → TRU

XML Financial, LLC TRU Position History

TransUnion • Financial Services

Quarters held
3
Latest value
$890K
Q3 2026
Peak value
$1.1M
First seen
Q1 2026

Dollar value over time

Show data table
PeriodPosition value
Q1 2026$1M
Q2 2026$1.1M
Q3 2026$890K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$890K14.6K——
Q2 2026$1.1M14.6K——
Q1 2026$1M14.6K——

Other funds holding TRU

Other XML Financial, LLC positions

SCHW-PJ

SCHWAB STRATEGIC TR

$61.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$57M
SCHW-PJ

SCHWAB STRATEGIC TR

$49M
SCHW-PJ

SCHWAB STRATEGIC TR

$47.5M
ETHA

ISHARES TR

$44.4M
ETHA

ISHARES TR

$44.4M
SCHW-PJ

SCHWAB STRATEGIC TR

$43.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$42.6M
XML Financial, LLC TRU Holdings: 13F Position History | Track13F