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

Truepoint, Inc.

$3.46 Billion
Q1 2024

A detailed history of Truepoint, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Truepoint, Inc. holds 4,130 shares of SCHV stock, worth $305,454. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,130

Holding current value

$305,454

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

787

Shares Held

102M

Call Options Held

9.1K

Put Options Held

Financial Engines Advisors L.L.C. Santa Clara, CA

19M
Shares

$1.4 Billion
3.26% of portfolio
Sei Investments CO Oaks, PA

10.9M
Shares

$810 Million
1.25% of portfolio
Mather Group, Llc. Chicago, IL

10.5M
Shares

$777 Million
12.01% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

4.58M
Shares

$338 Million
0.8% of portfolio
Avantax Planning Partners, Inc.

4.1M
Shares

$303 Million
10.12% of portfolio

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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