TI
Truepoint Inc’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $304K | Sell |
10,997
-54
| -0.5% | -$1.49K | 0.01% | 119 |
|
|
2025
Q1 | $294K | Sell |
11,051
-496
| -4% | -$13.2K | 0.01% | 115 |
|
|
2024
Q4 | $301K | Buy |
11,547
+7,933
| +220% | +$207K | 0.01% | 108 |
|
|
2024
Q3 | $290K | Sell |
3,614
-406
| -10% | -$32.6K | 0.01% | 110 |
|
|
2024
Q2 | $298K | Sell |
4,020
-110
| -3% | -$8.15K | 0.01% | 103 |
|
|
2024
Q1 | $314K | Buy |
+4,130
| New | +$314K | 0.01% | 107 |
|