Truepoint, Inc. Schwab Strategic Tr Us Large C Transaction History

Truepoint, Inc.

$4.18 Billion
Q3 2025

A detailed history of Truepoint, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Truepoint, Inc. holds 10,365 shares of SCHV stock, worth $300,481. This represents 0.01% of its overall portfolio holdings.

Number of Shares

10,365

Previous 10,997 5.75%

Holding current value

$300,481

Previous $304,000 0.99%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$27.61 - $29.15 $17,449 - $18,422	-632 Reduced 5.75%	10,365 $301,000
Q2 2025 Aug 08, 2025	SELL	$23.55 - $27.67 $1,271 - $1,494	-54 Reduced 0.49%	10,997 $304,000
Q1 2025 May 12, 2025	SELL	$25.77 - $27.6 $12,781 - $13,689	-496 Reduced 4.3%	11,051 $293,000
Q4 2024 Feb 11, 2025	BUY	$25.79 - $80.4 $204,592 - $637,813	7,933 Added 219.51%	11,547 $301,000
Q3 2024 Nov 12, 2024	SELL	$73.43 - $80.37 $29,812 - $32,630	-406 Reduced 10.1%	3,614 $290,000

Q2 2024 Aug 05, 2024	SELL	$71.74 - $75.86 $7,891 - $8,344	-110 Reduced 2.66%	4,020 $297,000
Q1 2024 May 09, 2024	BUY	$68.82 - $75.98 $284,226 - $313,797	4,130 New	4,130 $313,000

Others Institutions Holding SCHV

# of Institutions

975

Shares Held

358M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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