Truepoint Inc’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.9M | Buy |
853,353
+595,498
| +231% | +$14.6M | 0.52% | 25 |
|
|
2025
Q1 | $5.69M | Sell |
257,855
-8,770
| -3% | -$194K | 0.15% | 30 |
|
|
2024
Q4 | $6.18M | Sell |
266,625
-19,776
| -7% | -$458K | 0.17% | 29 |
|
|
2024
Q3 | $6.48M | Sell |
286,401
-4,080
| -1% | -$92.3K | 0.17% | 29 |
|
|
2024
Q2 | $6.22M | Sell |
290,481
-42,732
| -13% | -$915K | 0.18% | 28 |
|
|
2024
Q1 | $6.89M | Sell |
333,213
-28,803
| -8% | -$596K | 0.2% | 28 |
|
|
2023
Q4 | $6.81M | Sell |
362,016
-6,414
| -2% | -$121K | 0.2% | 32 |
|
|
2023
Q3 | $6.21M | Sell |
368,430
-11,544
| -3% | -$195K | 0.2% | 33 |
|
|
2023
Q2 | $6.63M | Sell |
379,974
-26,895
| -7% | -$469K | 0.22% | 31 |
|
|
2023
Q1 | $6.56M | Sell |
406,869
-4,365
| -1% | -$70.4K | 0.23% | 31 |
|
|
2022
Q4 | $6.19M | Sell |
411,234
-65,172
| -14% | -$981K | 0.22% | 29 |
|
|
2022
Q3 | $6.73M | Sell |
476,406
-33,219
| -7% | -$469K | 0.34% | 27 |
|
|
2022
Q2 | $7.59M | Buy |
+509,625
| New | +$7.59M | 0.39% | 24 |
|
|
2022
Q1 | – | Sell |
-18,690
| Closed | -$355K | – | 147 |
|
|
2021
Q4 | $355K | Buy |
+18,690
| New | +$355K | 0.02% | 108 |
|