TI
SCHV

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

Truepoint Inc’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$315K Sell
10,329
-17
-0.2% -$530 0.01% 128
2025
Q4 		$306K Sell
10,346
-19
-0.2% -$555 0.01% 126
2025
Q3 		$302K Sell
10,365
-632
-6% -$18K 0.01% 120
2025
Q2 		$304K Sell
10,997
-54
-0.5% -$1.42K 0.01% 119
2025
Q1 		$294K Sell
11,051
-496
-4% -$13.3K 0.01% 115
2024
Q4 		$301K Buy
11,547
+705
+7% +$19K 0.01% 108
2024
Q3 		$290K Sell
10,842
-1,218
-10% -$31.3K 0.01% 110
2024
Q2 		$298K Sell
12,060
-330
-3% -$8.15K 0.01% 103
2024
Q1 		$314K Buy
+12,390
New +$297K 0.01% 107

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Truepoint Inc's SCHV Position: Q1 2026 in Review

Truepoint Inc reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 0.16% in Q1 2026, selling an estimated $530 and leaving 10,329 shares worth $315K. The position accounts for 0.01% of the portfolio, ranked #128.

Truepoint Inc first reported a position in SCHV in Q1 2024 and has held it in 9 quarters since. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Truepoint Inc held 10,329 shares of Schwab US Large-Cap Value ETF worth $315K as of Q1 2026.
  • Truepoint Inc sold 17 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $530.
  • Schwab US Large-Cap Value ETF made up 0.01% of Truepoint Inc's portfolio in Q1 2026, its #128 holding.
  • Truepoint Inc first reported a position in Schwab US Large-Cap Value ETF in Q1 2024 and has held it in 9 quarters since.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

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