TI
Truepoint Inc’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.1M | Sell |
1,135,811
-27,167
| -2% | -$647K | 0.67% | 23 |
|
|
2025
Q1 | $25M | Sell |
1,162,978
-15,543
| -1% | -$335K | 0.68% | 22 |
|
|
2024
Q4 | $26.8M | Buy |
1,178,521
+783,461
| +198% | +$17.8M | 0.72% | 21 |
|
|
2024
Q3 | $26.3M | Sell |
395,060
-5,163
| -1% | -$343K | 0.71% | 21 |
|
|
2024
Q2 | $25.2M | Sell |
400,223
-3,781
| -0.9% | -$238K | 0.72% | 21 |
|
|
2024
Q1 | $24.7M | Sell |
404,004
-6,818
| -2% | -$416K | 0.7% | 21 |
|
|
2023
Q4 | $22.9M | Sell |
410,822
-7,353
| -2% | -$409K | 0.67% | 23 |
|
|
2023
Q3 | $20.8M | Sell |
418,175
-411
| -0.1% | -$20.5K | 0.67% | 23 |
|
|
2023
Q2 | $21.6M | Sell |
418,586
-281
| -0.1% | -$14.5K | 0.72% | 21 |
|
|
2023
Q1 | $20M | Sell |
418,867
-25
| -0% | -$1.2K | 0.69% | 21 |
|
|
2022
Q4 | $18.8M | Hold |
418,892
| – | – | 0.68% | 22 |
|
|
2022
Q3 | $17.6M | Sell |
418,892
-431
| -0.1% | -$18.1K | 0.9% | 21 |
|
|
2022
Q2 | $18.5M | Sell |
419,323
-299
| -0.1% | -$13.2K | 0.96% | 16 |
|
|
2022
Q1 | $22.4M | Buy |
419,622
+208,174
| +98% | +$11.1M | 1.06% | 16 |
|
|
2021
Q4 | $23.9M | Sell |
211,448
-2,285
| -1% | -$258K | 1.12% | 14 |
|
|
2021
Q3 | $22.2M | Sell |
213,733
-5,329
| -2% | -$553K | 1.11% | 14 |
|
|
2021
Q2 | $22.8M | Sell |
219,062
-1,316
| -0.6% | -$137K | 1.26% | 14 |
|
|
2021
Q1 | $21.3M | Sell |
220,378
-1,148
| -0.5% | -$111K | 1.33% | 12 |
|
|
2020
Q4 | $20.2M | Sell |
221,526
-7,473
| -3% | -$680K | 1.34% | 12 |
|
|
2020
Q3 | $18.2M | Sell |
228,999
-3,331
| -1% | -$265K | 1.39% | 12 |
|
|
2020
Q2 | $17.1M | Sell |
232,330
-35,462
| -13% | -$2.61M | 1.37% | 12 |
|
|
2020
Q1 | $16.2M | Buy |
267,792
+199,833
| +294% | +$12.1M | 1.48% | 11 |
|
|
2019
Q4 | $5.23M | Sell |
67,959
-2,300
| -3% | -$177K | 0.4% | 16 |
|
|
2019
Q3 | $4.99M | Sell |
70,259
-982
| -1% | -$69.7K | 0.44% | 14 |
|
|
2019
Q2 | $5.03M | Sell |
71,241
-2,054
| -3% | -$145K | 0.41% | 15 |
|
|
2019
Q1 | $4.99M | Buy |
73,295
+62
| +0.1% | +$4.22K | 0.43% | 14 |
|
|
2018
Q4 | $4.39M | Buy |
+73,233
| New | +$4.39M | 0.42% | 16 |
|