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

Stone Point Wealth LLC

  • $318 Million
  • Q2 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 20,529 shares of SCHA stock, worth $580,560. This represents 0.16% of its overall portfolio holdings.

Number of Shares
20,529
Previous 15,542 32.09%
Holding current value
$580,560
Previous $364,000 42.58%
% of portfolio
0.16%
Previous 0.13%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
BUY
$20.42 - $25.3 $101,834 - $126,171
4,987 Added 32.09%
20,529 $519,000
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
1,277
Shares Held
257M
Call Options Held
61.6K
Put Options Held
2.1K
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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