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Truepoint Inc’s Schwab US Broad Market ETF SCHB Stock Holding History

Truepoint Inc’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$27.5M Sell
1,097,551
-19,148
-2% -$502K 0.61% 23
2025
Q4 		$29.3M Sell
1,116,699
-11,754
-1% -$306K 0.66% 23
2025
Q3 		$29M Sell
1,128,453
-7,358
-0.6% -$182K 0.67% 23
2025
Q2 		$27.1M Sell
1,135,811
-27,167
-2% -$598K 0.67% 23
2025
Q1 		$25M Sell
1,162,978
-15,543
-1% -$354K 0.68% 22
2024
Q4 		$26.8M Sell
1,178,521
-6,659
-0.6% -$152K 0.72% 21
2024
Q3 		$26.3M Sell
1,185,180
-15,489
-1% -$331K 0.71% 21
2024
Q2 		$25.2M Sell
1,200,669
-11,343
-0.9% -$230K 0.72% 21
2024
Q1 		$24.7M Sell
1,212,012
-20,454
-2% -$396K 0.7% 21
2023
Q4 		$22.9M Sell
1,232,466
-22,059
-2% -$381K 0.67% 23
2023
Q3 		$20.8M Sell
1,254,525
-1,233
-0.1% -$21.3K 0.67% 23
2023
Q2 		$21.6M Sell
1,255,758
-843
-0.1% -$13.7K 0.72% 21
2023
Q1 		$20M Sell
1,256,601
-75
-0% -$1.17K 0.69% 21
2022
Q4 		$18.8M Hold
1,256,676
– – 0.68% 22
2022
Q3 		$17.6M Sell
1,256,676
-1,293
-0.1% -$20.1K 0.9% 21
2022
Q2 		$18.5M Sell
1,257,969
-897
-0.1% -$14.4K 0.96% 16
2022
Q1 		$22.4M Sell
1,258,866
-9,822
-0.8% -$172K 1.06% 16
2021
Q4 		$23.9M Sell
1,268,688
-13,710
-1% -$252K 1.12% 14
2021
Q3 		$22.2M Sell
1,282,398
-31,974
-2% -$569K 1.11% 14
2021
Q2 		$22.8M Sell
1,314,372
-7,896
-0.6% -$134K 1.26% 14
2021
Q1 		$21.3M Sell
1,322,268
-6,888
-0.5% -$109K 1.33% 12
2020
Q4 		$20.2M Sell
1,329,156
-44,838
-3% -$639K 1.34% 12
2020
Q3 		$18.2M Sell
1,373,994
-19,986
-1% -$263K 1.39% 12
2020
Q2 		$17.1M Sell
1,393,980
-212,772
-13% -$2.45M 1.37% 12
2020
Q1 		$16.2M Buy
1,606,752
+1,198,998
+294% +$14.5M 1.48% 11
2019
Q4 		$5.22M Sell
407,754
-13,800
-3% -$169K 0.4% 16
2019
Q3 		$4.99M Sell
421,554
-5,892
-1% -$69.6K 0.44% 14
2019
Q2 		$5.03M Sell
427,446
-12,324
-3% -$142K 0.41% 15
2019
Q1 		$4.99M Buy
439,770
+372
+0.1% +$4.06K 0.43% 14
2018
Q4 		$4.39M Buy
+439,398
New +$4.75M 0.42% 16

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Truepoint Inc's SCHB Position: Q1 2026 in Review

Truepoint Inc reduced its Schwab US Broad Market ETF (SCHB) stake by 1.7% in Q1 2026, selling an estimated $502K and leaving 1,097,551 shares worth $27.5M. The position accounts for 0.61% of the portfolio, ranked #23.

Truepoint Inc first reported a position in SCHB in Q4 2018 and has held it in 30 quarters since. The position peaked at $29.3M in Q4 2025. 1,307 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Truepoint Inc held 1,097,551 shares of Schwab US Broad Market ETF worth $27.5M as of Q1 2026.
  • Truepoint Inc sold 19,148 Schwab US Broad Market ETF shares in Q1 2026, an estimated $502K.
  • Schwab US Broad Market ETF made up 0.61% of Truepoint Inc's portfolio in Q1 2026, its #23 holding.
  • Truepoint Inc first reported a position in Schwab US Broad Market ETF in Q4 2018 and has held it in 30 quarters since.
  • Truepoint Inc's Schwab US Broad Market ETF position peaked at $29.3M in Q4 2025.
  • 1,307 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Truepoint Inc's 13F filing for Q1 2026, filed 8 May 2026.