Stone Point Wealth LLC Schwab Fundamental Intl Large Transaction History

Stone Point Wealth LLC

  • $291 Million
  • Q1 2025

A detailed history of Stone Point Wealth LLC transactions in Schwab Fundamental Intl Large stock. As of the latest transaction made, Stone Point Wealth LLC holds 22,912 shares of FNDF stock, worth $894,026. This represents 0.28% of its overall portfolio holdings.

Number of Shares
22,912
Previous 23,050 0.6%
Holding current value
$894,026
Previous $765,000 8.24%
% of portfolio
0.28%
Previous 0.26%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
SELL
$32.9 - $37.45 $4,540 - $5,168
-138 Reduced 0.6%
22,912 $828,000
Q4 2024

Jan 28, 2025
SELL
$32.92 - $37.15 $4,147 - $4,680
-126 Reduced 0.54%
23,050 $765,000
Q3 2024

Oct 31, 2024
SELL
$33.67 - $37.71 $30,774 - $34,466
-914 Reduced 3.79%
23,176 $866,000
Q2 2024

Jul 30, 2024
SELL
$34.19 - $36.51 $3,213 - $3,431
-94 Reduced 0.39%
24,090 $843,000
Q1 2024

May 01, 2024
BUY
$32.59 - $35.65 $88,188 - $96,468
2,706 Added 12.6%
24,184 $861,000
Q4 2023

Jan 26, 2024
SELL
$30.23 - $33.77 $11,154 - $12,461
-369 Reduced 1.69%
21,478 $724,000
Q3 2023

Oct 25, 2023
SELL
$31.51 - $33.54 $4,190 - $4,460
-133 Reduced 0.61%
21,847 $691,000
Q2 2023

Jul 25, 2023
BUY
$30.91 - $33.09 $7,140 - $7,643
231 Added 1.06%
21,980 $709,000
Q1 2023

Apr 20, 2023
BUY
$29.24 - $31.97 $6,871 - $7,512
235 Added 1.09%
21,749 $680,000
Q4 2022

Jan 20, 2023
BUY
$25.2 - $30.35 $19,908 - $23,976
790 Added 3.81%
21,514 $0
Q3 2022

Nov 03, 2022
SELL
$25.15 - $29.74 $10,839 - $12,817
-431 Reduced 2.04%
20,724 $521,000
Q2 2022

Jul 19, 2022
BUY
$28.1 - $32.52 $129,569 - $149,949
4,611 Added 27.87%
21,155 $599,000
Q1 2022

Apr 29, 2022
SELL
$29.7 - $34.12 $7,157 - $8,222
-241 Reduced 1.44%
16,544 $537,000
Q4 2021

Feb 10, 2022
BUY
$31.55 - $34.05 $529,566 - $571,529
16,785 New
16,785 $545,000

Others Institutions Holding FNDF

# of Institutions
660
Shares Held
296M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL INTL LARGE

FNDF Quotes by TradingView
  • Ticker FNDF
  • Sector ETFs
  • Industry ETFs
More about FNDF
Track This Portfolio

Track Stone Point Wealth LLC Portfolio

Follow Stone Point Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stone Point Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stone Point Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email