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Disclosery

Truepoint, Inc.: SCHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Truepoint, Inc. on SCHB, newest first. How the timeline and the estimate are built.

Truepoint, Inc. held 1,069,662 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,069,662 shares
    Change vs previous 13F -27,889 shares

    0.65% of the 13F portfolio, value $30,977,412.

    13F-HR 0001765380-26-000257 filed by Truepoint, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,097,551 shares
    Change vs previous 13F -19,148 shares

    0.61% of the 13F portfolio, value $27,548,528.

    13F-HR 0001765380-26-000192 filed by Truepoint, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,116,699 shares
    Change vs previous 13F -11,754 shares

    0.66% of the 13F portfolio, value $29,291,013.

    13F-HR 0001765380-26-000107 filed by Truepoint, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,128,453 shares
    Change vs previous 13F -7,358 shares

    0.67% of the 13F portfolio, value $29,012,539.

    13F-HR 0001765380-25-000491 filed by Truepoint, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,135,811 shares
    Change vs previous 13F -27,167 shares

    0.67% of the 13F portfolio, value $27,066,388.

    13F-HR 0001765380-25-000316 filed by Truepoint, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,162,978 shares
    Change vs previous 13F -15,543 shares

    0.68% of the 13F portfolio, value $25,038,913.

    13F-HR 0001765380-25-000212 filed by Truepoint, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,178,521 shares
    Change vs previous 13F +783,461 shares

    0.72% of the 13F portfolio, value $26,752,424.

    13F-HR 0001765380-25-000073 filed by Truepoint, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 395,060 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $26,279,377.

    13F-HR 0001765380-24-000441 filed by Truepoint, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).