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Truepoint Inc’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Truepoint Inc’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.4M Sell
306,929
-14,183
-4% -$470K 0.22% 30
2026
Q1 		$9.35M Buy
321,112
+90,008
+39% +$2.8M 0.21% 30
2025
Q4 		$7.54M Sell
231,104
-19,007
-8% -$618K 0.17% 33
2025
Q3 		$7.98M Sell
250,111
-8,906
-3% -$271K 0.19% 30
2025
Q2 		$7.57M Buy
259,017
+170,398
+192% +$4.51M 0.19% 30
2025
Q1 		$2.22M Buy
88,619
+66,772
+306% +$1.83M 0.06% 48
2024
Q4 		$609K Buy
21,847
+2,007
+10% +$54.9K 0.02% 81
2024
Q3 		$517K Buy
19,840
+5,008
+34% +$126K 0.01% 88
2024
Q2 		$374K Buy
14,832
+1,612
+12% +$38K 0.01% 94
2024
Q1 		$306K Sell
13,220
-156
-1% -$3.45K 0.01% 108
2023
Q4 		$277K Hold
13,376
– – 0.01% 185
2023
Q3 		$243K Sell
13,376
-532
-4% -$10K 0.01% 169
2023
Q2 		$261K Sell
13,908
-1,500
-10% -$25.7K 0.01% 130
2023
Q1 		$251K Buy
+15,408
New +$234K 0.01% 126
2022
Q4 		– Sell
-18,472
Closed -$258K – 164
2022
Q3 		$258K Sell
18,472
-14,616
-44% -$229K 0.01% 134
2022
Q2 		$480K Buy
33,088
+19,608
+145% +$313K 0.03% 100
2022
Q1 		$252K Buy
+13,480
New +$246K 0.01% 123
2021
Q2 		– Sell
-17,568
Closed -$285K – 123
2021
Q1 		$285K Buy
+17,568
New +$286K 0.02% 100

Other funds holding SCHG

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Truepoint Inc's SCHG Position: Q2 2026 in Review

Truepoint Inc reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 4.4% in Q2 2026, selling an estimated $470K and leaving 306,929 shares worth $10.4M. The position accounts for 0.22% of the portfolio, ranked #30.

Truepoint Inc first reported a position in SCHG in Q1 2021 and has held it in 18 quarters since. 1,667 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Truepoint Inc held 306,929 shares of Schwab US Large-Cap Growth ETF worth $10.4M as of Q2 2026.
  • Truepoint Inc sold 14,183 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $470K.
  • Schwab US Large-Cap Growth ETF made up 0.22% of Truepoint Inc's portfolio in Q2 2026, its #30 holding.
  • Truepoint Inc first reported a position in Schwab US Large-Cap Growth ETF in Q1 2021 and has held it in 18 quarters since.
  • 1,667 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Truepoint Inc's 13F filing for Q2 2026, filed 31 Jul 2026.