Ownership history in Truepoint, Inc. · 16 quarters on record
This page tracks every 13F SEC filing in which Truepoint, Inc. reported a position in SCHWAB STRATEGIC TR (SCHX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 836,756 | -7,288 | -0.9% | 0.51% | $22.5M | $26.91 |
| 2025 Q3 | REDUCED | 844,044 | -9,309 | -1.1% | 0.52% | $22.2M | $26.26 |
| 2025 Q2 | ADDED | 853,353 | +595,498 | +230.9% | 0.52% | $20.9M | $24.30 |
| 2025 Q1 | REDUCED | 257,855 | -8,770 | -3.3% | 0.15% | $5.7M | $21.89 |
As of 2025 Q4 — sorted by position size