Truepoint Inc’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$304K Sell
2025
Q1
$294K Sell
2024
Q4
$301K Buy
2024
Q3
$290K Sell
2024
Q2
$298K Sell
2024
Q1
$314K Buy