SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

Truepoint, Inc.'s Holding History (CIK: 0001427748)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 836,756 Value ($000) $22,517 Avg Close — Range —
Q3 2025
Shares 844,044 Value ($000) $22,232 Avg Close — Range —
Q2 2025
Shares 853,353 Value ($000) $20,856 Avg Close — Range —
Q1 2025
Shares 257,855 Value ($000) $5,693 Avg Close — Range —
Q4 2024
Shares 266,625 Value ($000) $6,180 Avg Close — Range —
Q3 2024
Shares 95,467 Value ($000) $6,477 Avg Close — Range —
Q2 2024
Shares 96,827 Value ($000) $6,221 Avg Close — Range —
Q1 2024
Shares 111,071 Value ($000) $6,893 Avg Close — Range —
Q4 2023
Shares 120,672 Value ($000) $6,806 Avg Close — Range —
Q3 2023
Shares 122,810 Value ($000) $6,214 Avg Close — Range —
Q2 2023
Shares 126,658 Value ($000) $6,633 Avg Close — Range —
Q1 2023
Shares 135,623 Value ($000) $6,560 Avg Close — Range —
Q4 2022
Shares 137,078 Value ($000) $6,189 Avg Close — Range —
Q3 2022
Shares 158,802 Value ($000) $6,725 Avg Close — Range —
Q2 2022
Shares 169,875 Value ($000) $7,587 Avg Close — Range —
Q4 2021
Shares 3,115 Value ($000) $355 Avg Close — Range —