Stone Point Wealth LLC Schwab Strategic Tr Intl Small Transaction History

Stone Point Wealth LLC

$291 Million
Q1 2025

A detailed history of Stone Point Wealth LLC transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Stone Point Wealth LLC holds 43,673 shares of SCHC stock, worth $1.65 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares

43,673

Previous 42,449 2.88%

Holding current value

$1.65 Million

Previous $1.46 Million 7.48%

% of portfolio

0.54%

Previous 0.5%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	BUY	$33.57 - $37.22 $41,089 - $45,557	1,224 Added 2.88%	43,673 $1.57 Million
Q4 2024 Jan 28, 2025	BUY	$33.93 - $38.37 $26,160 - $29,583	771 Added 1.85%	42,449 $1.46 Million
Q3 2024 Oct 31, 2024	BUY	$34.48 - $38.87 $87,923 - $99,118	2,550 Added 6.52%	41,678 $1.61 Million
Q2 2024 Jul 30, 2024	SELL	$34.12 - $36.71 $10,167 - $10,939	-298 Reduced 0.76%	39,128 $1.39 Million
Q1 2024 May 01, 2024	BUY	$33.2 - $35.86 $129,480 - $139,854	3,900 Added 10.98%	39,426 $1.41 Million
Q4 2023 Jan 26, 2024	BUY	$30.0 - $35.05 $103,860 - $121,343	3,462 Added 10.8%	35,526 $1.24 Million
Q3 2023 Oct 25, 2023	BUY	$32.0 - $35.51 $76,800 - $85,224	2,400 Added 8.09%	32,064 $1.03 Million
Q2 2023 Jul 25, 2023	BUY	$32.67 - $34.58 $89,156 - $94,368	2,729 Added 10.13%	29,664 $1 Million
Q1 2023 Apr 20, 2023	BUY	$31.54 - $34.93 $58,727 - $65,039	1,862 Added 7.43%	26,935 $907,000
Q4 2022 Jan 20, 2023	SELL	$27.31 - $32.98 $15,047 - $18,171	-551 Reduced 2.15%	25,073 $0
Q3 2022 Nov 03, 2022	SELL	$27.46 - $34.27 $10,627 - $13,262	-387 Reduced 1.49%	25,624 $710,000
Q2 2022 Jul 19, 2022	BUY	$31.0 - $38.49 $17,639 - $21,900	569 Added 2.24%	26,011 $813,000
Q1 2022 Apr 29, 2022	BUY	$34.89 - $41.24 $25,958 - $30,682	744 Added 3.01%	25,442 $973,000
Q4 2021 Feb 10, 2022	BUY	$39.06 - $43.63 $964,703 - $1.08 Million	24,698 New	24,698 $1.01 Million

Others Institutions Holding SCHC

# of Institutions

457

Shares Held

45.7M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR INTL SMALL

Ticker SCHC
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Stone Point Wealth LLC Schwab Strategic Tr Intl Small Transaction History