A detailed history of Truepoint, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Truepoint, Inc. holds 11,547 shares of SCHV stock, worth $315,233. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,547
Previous 3,614 219.51%
Holding current value
$315,233
Previous $290,000 3.79%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025

BUY
$25.79 - $80.4 $204,592 - $637,813
7,933 Added 219.51%
11,547 $301,000
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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