Stone Point Wealth LLC Schwab Strategic Tr Intl Small Transaction History

Stone Point Wealth LLC

  • $305 Million
  • Q3 2024

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 41,678 shares of SCHC stock, worth $1.42 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
41,678
Previous 39,128 6.52%
Holding current value
$1.42 Million
Previous $1.39 Million 15.3%
% of portfolio
0.53%
Previous 0.51%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
423
Shares Held
45.7M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR INTL SMALL

SCHC Quotes by TradingView
  • Ticker SCHC
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More about SCHC
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