Truepoint Inc’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $22.2M | Sell |
|
|||||
|
2025
Q2 | $20.9M | Buy |
|
|||||
|
2025
Q1 | $5.69M | Sell |
|
|||||
|
2024
Q4 | $6.18M | Sell |
|
|||||
|
2024
Q3 | $6.48M | Sell |
|
|||||
|
2024
Q2 | $6.22M | Sell |
|
|||||
|
2024
Q1 | $6.89M | Sell |
|
|||||
|
2023
Q4 | $6.81M | Sell |
|
|||||
|
2023
Q3 | $6.21M | Sell |
|
|||||
|
2023
Q2 | $6.63M | Sell |
|
|||||
|
2023
Q1 | $6.56M | Sell |
|
|||||
|
2022
Q4 | $6.19M | Sell |
|
|||||
|
2022
Q3 | $6.72M | Sell |
|
|||||
|
2022
Q2 | $7.59M | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $355K | Buy |
|