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

Stone Point Wealth LLC

  • $291 Million
  • Q1 2025

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 15,542 shares of SCHA stock, worth $375,494. This represents 0.13% of its overall portfolio holdings.

Number of Shares
15,542
Previous 14,663 5.99%
Holding current value
$375,494
Previous $379,000 3.96%
% of portfolio
0.13%
Previous 0.13%

Shares

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

Apr 24, 2025
BUY
$23.16 - $27.04 $20,357 - $23,768
879 Added 5.99%
15,542 $364,000
Q4 2024

Jan 28, 2025
BUY
$25.33 - $51.16 $168,191 - $339,702
6,640 Added 82.76%
14,663 $379,000
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
1,256
Shares Held
245M
Call Options Held
58.5K
Put Options Held
4.8K
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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