Ownership history in Truepoint, Inc. · 29 quarters on record
This page tracks every 13F SEC filing in which Truepoint, Inc. reported a position in SCHWAB STRATEGIC TR (SCHB). 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 | 1,116,699 | -11,754 | -1.0% | 0.66% | $29.3M | $26.23 |
| 2025 Q3 | REDUCED | 1,128,453 | -7,358 | -0.6% | 0.67% | $29.0M | $25.63 |
| 2025 Q2 | REDUCED | 1,135,811 | -27,167 | -2.3% | 0.67% | $27.1M | $23.69 |
| 2025 Q1 | REDUCED | 1,162,978 | -15,543 | -1.3% | 0.68% | $25.0M | $21.34 |
| 2024 Q4 | ADDED | 1,178,521 | +783,461 | +198.3% | 0.72% | $26.8M | $22.43 |
| 2024 Q3 | REDUCED | 395,060 | -5,163 | -1.3% | 0.71% | $26.3M | $21.83 |
| 2024 Q2 | REDUCED | 400,223 | -3,781 | -0.9% | 0.72% | $25.2M | $20.57 |
| 2024 Q1 | REDUCED | 404,004 | -6,818 | -1.7% | 0.70% | $24.7M | $19.91 |
| 2023 Q4 | REDUCED | 410,822 | -7,353 | -1.8% | 0.67% | $22.9M | $18.10 |
| 2023 Q3 | REDUCED | 418,175 | -411 | -0.1% | 0.67% | $20.8M | $16.14 |
As of 2025 Q4 — sorted by position size