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Disclosery

Truepoint, Inc.: SCHG position timeline

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

Truepoint, Inc. held 306,929 SCHG 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 306,929 shares
    Change vs previous 13F -14,183 shares

    0.22% of the 13F portfolio, value $10,386,477.

    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 321,112 shares
    Change vs previous 13F +90,008 shares

    0.21% of the 13F portfolio, value $9,354,007.

    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 231,104 shares
    Change vs previous 13F -19,007 shares

    0.17% of the 13F portfolio, value $7,538,615.

    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 250,111 shares
    Change vs previous 13F -8,906 shares

    0.19% of the 13F portfolio, value $7,981,050.

    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 259,017 shares
    Change vs previous 13F +170,398 shares

    0.19% of the 13F portfolio, value $7,565,897.

    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 88,619 shares
    Change vs previous 13F +66,772 shares

    0.06% of the 13F portfolio, value $2,219,011.

    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 21,847 shares
    Change vs previous 13F +16,887 shares

    0.02% of the 13F portfolio, value $608,881.

    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 4,960 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $516,734.

    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).