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 Q2	$323K	Sell	9,281 -1,048	-10%	-$34.5K	0.01%	128
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 Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Truepoint Inc's SCHV Position: Q2 2026 in Review

Truepoint Inc reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 10% in Q2 2026, selling an estimated $34.5K and leaving 9,281 shares worth $323K. 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 10 quarters since. 992 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Truepoint Inc held 9,281 shares of Schwab US Large-Cap Value ETF worth $323K as of Q2 2026.
Truepoint Inc sold 1,048 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $34.5K.
Schwab US Large-Cap Value ETF made up 0.01% of Truepoint Inc's portfolio in Q2 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 10 quarters since.
992 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

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