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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
Q2 		$18.3M Sell
620,573
-224,929
-27% -$6.42M 0.38% 26
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
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Truepoint Inc's SCHX Position: Q2 2026 in Review

Truepoint Inc reduced its Schwab US Large- Cap ETF (SCHX) stake by 27% in Q2 2026, selling an estimated $6.42M and leaving 620,573 shares worth $18.3M. The position accounts for 0.38% of the portfolio, ranked #26.

Truepoint Inc first reported a position in SCHX in Q4 2021 and has held it in 18 quarters since. The position peaked at $22.5M in Q4 2025. 1,603 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Truepoint Inc held 620,573 shares of Schwab US Large- Cap ETF worth $18.3M as of Q2 2026.
  • Truepoint Inc sold 224,929 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $6.42M.
  • Schwab US Large- Cap ETF made up 0.38% of Truepoint Inc's portfolio in Q2 2026, its #26 holding.
  • Truepoint Inc first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • Truepoint Inc's Schwab US Large- Cap ETF position peaked at $22.5M in Q4 2025.
  • 1,603 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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