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

Truepoint Inc’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$21.7M	Buy	845,502 +8,746	+1%	+$235K	0.48%	24
2025 Q4	$22.5M	Sell	836,756 -7,288	-0.9%	-$195K	0.51%	25
2025 Q3	$22.2M	Sell	844,044 -9,309	-1%	-$236K	0.52%	25
2025 Q2	$20.9M	Buy	853,353 +595,498	+231%	+$13.5M	0.52%	25
2025 Q1	$5.69M	Sell	257,855 -8,770	-3%	-$204K	0.15%	30
2024 Q4	$6.18M	Sell	266,625 -19,776	-7%	-$461K	0.17%	29
2024 Q3	$6.48M	Sell	286,401 -4,080	-1%	-$88.9K	0.17%	29
2024 Q2	$6.22M	Sell	290,481 -42,732	-13%	-$883K	0.18%	28
2024 Q1	$6.89M	Sell	333,213 -28,803	-8%	-$567K	0.2%	28
2023 Q4	$6.81M	Sell	362,016 -6,414	-2%	-$113K	0.2%	32
2023 Q3	$6.21M	Sell	368,430 -11,544	-3%	-$203K	0.2%	33
2023 Q2	$6.63M	Sell	379,974 -26,895	-7%	-$444K	0.22%	31
2023 Q1	$6.56M	Sell	406,869 -4,365	-1%	-$68.7K	0.23%	31
2022 Q4	$6.19M	Sell	411,234 -65,172	-14%	-$986K	0.22%	29
2022 Q3	$6.72M	Sell	476,406 -33,219	-7%	-$521K	0.34%	27
2022 Q2	$7.59M	Buy	+509,625	New	+$8.26M	0.39%	24
2022 Q1	–	Sell	-18,690	Closed	-$355K	–	147
2021 Q4	$355K	Buy	+18,690	New	+$345K	0.02%	108

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HBK Sorce Advisory Erie, Pennsylvania $4.9B AUM 16.64% 1-Year Est. Return

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return

Cerity Partners

Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return