A detailed history of Truepoint, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Truepoint, Inc. holds 3,614 shares of SCHV stock, worth $95,156. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,614
Previous 4,020 10.1%
Holding current value
$95,156
Previous $297,000 2.36%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$73.43 - $80.37 $29,812 - $32,630
-406 Reduced 10.1%
3,614 $290,000
Q2 2024

Aug 05, 2024

SELL
$71.74 - $75.86 $7,891 - $8,344
-110 Reduced 2.66%
4,020 $297,000
Q1 2024

May 09, 2024

BUY
$68.82 - $75.98 $284,226 - $313,797
4,130 New
4,130 $313,000

Others Institutions Holding SCHV

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
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