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Disclosery

Truepoint, Inc.: SCHX position timeline

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

Truepoint, Inc. held 620,573 SCHX 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 620,573 shares
    Change vs previous 13F -224,929 shares

    0.38% of the 13F portfolio, value $18,263,470.

    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 845,502 shares
    Change vs previous 13F +8,746 shares

    0.48% of the 13F portfolio, value $21,678,670.

    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 836,756 shares
    Change vs previous 13F -7,288 shares

    0.51% of the 13F portfolio, value $22,517,115.

    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 844,044 shares
    Change vs previous 13F -9,309 shares

    0.52% of the 13F portfolio, value $22,232,124.

    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 853,353 shares
    Change vs previous 13F +595,498 shares

    0.52% of the 13F portfolio, value $20,855,949.

    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 257,855 shares
    Change vs previous 13F -8,770 shares

    0.15% of the 13F portfolio, value $5,693,447.

    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 266,625 shares
    Change vs previous 13F +171,158 shares

    0.17% of the 13F portfolio, value $6,180,358.

    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 95,467 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $6,477,458.

    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).