Stone Point Wealth LLC Schwab Strategic Tr Us Emergin Transaction History

Stone Point Wealth LLC

  • $291 Million
  • Q1 2025

A detailed history of Stone Point Wealth LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Stone Point Wealth LLC holds 9,643 shares of SCHE stock, worth $275,982. This represents 0.09% of its overall portfolio holdings.

Number of Shares
9,643
Previous 11,074 12.92%
Holding current value
$275,982
Previous $294,000 9.86%
% of portfolio
0.09%
Previous 0.1%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
SELL
$25.81 - $28.52 $36,934 - $40,812
-1,431 Reduced 12.92%
9,643 $265,000
Q4 2024

Jan 28, 2025
BUY
$26.63 - $30.23 $11,104 - $12,605
417 Added 3.91%
11,074 $294,000
Q3 2024

Oct 31, 2024
SELL
$25.45 - $29.53 $2,036 - $2,362
-80 Reduced 0.75%
10,657 $310,000
Q2 2024

Jul 30, 2024
SELL
$24.67 - $27.2 $740 - $816
-30 Reduced 0.28%
10,737 $285,000
Q1 2024

May 01, 2024
BUY
$23.47 - $25.45 $13,823 - $14,990
589 Added 5.79%
10,767 $271,000
Q4 2023

Jan 26, 2024
SELL
$23.04 - $24.89 $1,290 - $1,393
-56 Reduced 0.55%
10,178 $252,000
Q3 2023

Oct 25, 2023
BUY
$23.83 - $26.11 $243,876 - $267,209
10,234 New
10,234 $245,000

Others Institutions Holding SCHE

# of Institutions
847
Shares Held
150M
Call Options Held
30.5K
Put Options Held
300
View Full List

About SCHWAB STRATEGIC TR US EMERGIN

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