Stone Point Wealth LLC Schwab Strategic Tr Us Small C Transaction History

Stone Point Wealth LLC

  • $275 Million
  • Q2 2024

A detailed history of Stone Point Wealth LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Stone Point Wealth LLC holds 8,023 shares of SCHA stock, worth $410,456. This represents 0.14% of its overall portfolio holdings.

Number of Shares
8,023
Previous 8,053 0.37%
Holding current value
$410,456
Previous $396,000 4.04%
% of portfolio
0.14%
Previous 0.14%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
SELL
$45.24 - $49.04 $1,357 - $1,471
-30 Reduced 0.37%
8,023 $380,000
Q1 2024

May 01, 2024
BUY
$44.84 - $49.24 $63,897 - $70,167
1,425 Added 21.5%
8,053 $396,000
Q4 2023

Jan 26, 2024
BUY
$38.13 - $48.02 $252,725 - $318,276
6,628 New
6,628 $313,000

Others Institutions Holding SCHA

# of Institutions
1,122
Shares Held
230M
Call Options Held
44.7K
Put Options Held
32.4K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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