Ownership history in Truepoint, Inc. · 34 quarters on record
This page tracks every 13F SEC filing in which Truepoint, Inc. reported a position in SCHWAB STRATEGIC TR (SCHF). 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 | 3,378,971 | -116,345 | -3.3% | 1.83% | $81.2M | $24.04 |
| 2025 Q3 | REDUCED | 3,495,316 | -87,076 | -2.4% | 1.89% | $81.4M | $22.63 |
| 2025 Q2 | REDUCED | 3,582,392 | -135,835 | -3.7% | 1.97% | $79.2M | $21.49 |
| 2025 Q1 | REDUCED | 3,718,227 | -464,577 | -11.1% | 1.99% | $73.5M | $19.10 |
| 2024 Q4 | ADDED | 4,182,804 | +2,098,850 | +100.7% | 2.07% | $77.4M | $17.87 |
| 2024 Q3 | REDUCED | 2,083,954 | -20,278 | -1.0% | 2.30% | $85.7M | $19.43 |
| 2024 Q2 | REDUCED | 2,104,232 | -26,358 | -1.2% | 2.31% | $80.8M | $18.15 |
| 2024 Q1 | REDUCED | 2,130,590 | -71,589 | -3.3% | 2.36% | $83.1M | $18.26 |
| 2023 Q4 | REDUCED | 2,202,179 | -24,719 | -1.1% | 2.38% | $81.4M | $17.30 |
| 2023 Q3 | REDUCED | 2,226,898 | -40,368 | -1.8% | 2.43% | $75.6M | $15.58 |
As of 2025 Q4 — sorted by position size