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

Truepoint, Inc.

$3.91 Billion
Q2 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 853,353 shares of SCHX stock, worth $22.3 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares

853,353

Previous 257,855 230.94%

Holding current value

$22.3 Million

Previous $5.69 Million 266.33%

% of portfolio

0.53%

Previous 0.16%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$19.6 - $24.44 $11.7 Million - $14.6 Million	595,498 Added 230.94%	853,353 $20.9 Million
Q1 2025 May 12, 2025	SELL	$21.75 - $24.28 $190,747 - $212,935	-8,770 Reduced 3.29%	257,855 $5.69 Million
Q4 2024 Feb 11, 2025	BUY	$22.4 - $68.28 $3.83 Million - $11.7 Million	171,158 Added 179.28%	266,625 $6.18 Million
Q3 2024 Nov 12, 2024	SELL	$61.11 - $67.85 $83,109 - $92,275	-1,360 Reduced 1.4%	95,467 $6.48 Million
Q2 2024 Aug 05, 2024	SELL	$58.7 - $64.78 $836,122 - $922,726	-14,244 Reduced 12.82%	96,827 $6.22 Million
Q1 2024 May 09, 2024	SELL	$55.41 - $62.08 $531,991 - $596,030	-9,601 Reduced 7.96%	111,071 $6.89 Million
Q4 2023 Feb 12, 2024	SELL	$48.47 - $56.6 $103,628 - $121,010	-2,138 Reduced 1.74%	120,672 $6.81 Million
Q3 2023 Nov 09, 2023	SELL	$50.36 - $54.21 $193,785 - $208,600	-3,848 Reduced 3.04%	122,810 $6.21 Million
Q2 2023 Aug 08, 2023	SELL	$47.67 - $52.37 $427,361 - $469,497	-8,965 Reduced 6.61%	126,658 $6.63 Million
Q1 2023 May 08, 2023	SELL	$44.78 - $49.41 $65,154 - $71,891	-1,455 Reduced 1.06%	135,623 $6.56 Million
Q4 2022 Feb 13, 2023	SELL	$42.25 - $48.16 $917,839 - $1.05 Million	-21,724 Reduced 13.68%	137,078 $6.19 Million
Q3 2022 Nov 14, 2022	SELL	$42.35 - $51.01 $468,941 - $564,833	-11,073 Reduced 6.52%	158,802 $6.73 Million
Q2 2022 Aug 08, 2022	BUY	$43.35 - $54.51 $7.36 Million - $9.26 Million	169,875 New	169,875 $7.59 Million
Q1 2022 May 11, 2022	SELL	$49.51 - $57.27 $154,223 - $178,396	-3,115 Closed	0 $0
Q4 2021 Feb 02, 2022	BUY	$51.9 - $57.29 $161,668 - $178,458	3,115 New	3,115 $355,000

Others Institutions Holding SCHX

# of Institutions

1,574

Shares Held

1.13B

Call Options Held

68.6K

Put Options Held

200

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