Stone Point Wealth LLC Schwab Strategic Tr Us Dividen Transaction History

Stone Point Wealth LLC

$318 Million
Q2 2025

A detailed history of Stone Point Wealth LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Stone Point Wealth LLC holds 12,561 shares of SCHD stock, worth $341,407. This represents 0.1% of its overall portfolio holdings.

Number of Shares

12,561

Previous 12,561 -0.0%

Holding current value

$341,407

Previous $351,000 5.41%

% of portfolio

0.1%

Previous 0.12%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$26.93 - $84.95 $225,511 - $711,371	8,374 Added 200.0%	12,561 $343,000
Q2 2024 Jul 30, 2024	SELL	$75.81 - $80.15 $3,942 - $4,167	-52 Reduced 1.23%	4,187 $325,000
Q1 2024 May 01, 2024	BUY	$75.25 - $80.63 $16,856 - $18,061	224 Added 5.58%	4,239 $341,000
Q3 2023 Oct 25, 2023	BUY	$70.63 - $75.66 $21,047 - $22,546	298 Added 8.02%	4,015 $284,000
Q2 2023 Jul 25, 2023	BUY	$69.18 - $73.94 $257,142 - $274,834	3,717 New	3,717 $269,000

Others Institutions Holding SCHD

# of Institutions

2,014

Shares Held

885M

Call Options Held

4.51M

Put Options Held

2.75M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

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Stone Point Wealth LLC Schwab Strategic Tr Us Dividen Transaction History