Stone Point Wealth LLC Schwab Strategic Tr Intl Small Transaction History
Stone Point Wealth LLC
- $347 Million
- Q3 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 44,004 shares of SCHC stock, worth $1.98 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
44,004
Previous 43,405
1.38%
Holding current value
$1.98 Million
Previous $1.85 Million
8.33%
% of portfolio
0.58%
Previous 0.58%
Shares
16 transactions
Others Institutions Holding SCHC
# of Institutions
517Shares Held
45.3MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC3.63MShares$163 Million0.41% of portfolio
-
Savant Capital, LLC2.4MShares$108 Million0.61% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA1.92MShares$86.3 Million3.01% of portfolio
-
Tiaa, Fsb St. Louis, MO1.68MShares$75.6 Million0.21% of portfolio
-
Mc Adam, LLC1.45MShares$65.2 Million3.31% of portfolio