Stone Point Wealth LLC Schwab Strategic Tr Us Broad M Transaction History

Stone Point Wealth LLC

  • $318 Million
  • Q2 2025

A detailed history of Stone Point Wealth LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Stone Point Wealth LLC holds 24,177 shares of SCHB stock, worth $626,909. This represents 0.18% of its overall portfolio holdings.

Number of Shares
24,177
Previous 11,954 102.25%
Holding current value
$626,909
Previous $257,000 124.12%
% of portfolio
0.18%
Previous 0.09%

Shares

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

Jul 17, 2025
BUY
$19.1 - $23.83 $233,459 - $291,274
12,223 Added 102.25%
24,177 $576,000
Q1 2025

Apr 24, 2025
SELL
$21.23 - $23.75 $26,473 - $29,616
-1,247 Reduced 9.45%
11,954 $257,000
Q4 2024

Jan 28, 2025
BUY
$22.01 - $66.82 $219,373 - $665,994
9,967 Added 308.19%
13,201 $299,000
Q2 2024

Jul 30, 2024
BUY
$57.57 - $63.3 $186,181 - $204,712
3,234 New
3,234 $203,000

Others Institutions Holding SCHB

# of Institutions
1,351
Shares Held
569M
Call Options Held
500K
Put Options Held
12.1K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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