Stone Point Wealth LLC Schwab Strategic Tr Us Emergin Transaction History

Stone Point Wealth LLC

$318 Million
Q2 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 9,296 shares of SCHE stock, worth $315,041. This represents 0.09% of its overall portfolio holdings.

Number of Shares

9,296

Previous 9,643 3.6%

Holding current value

$315,041

Previous $265,000 5.66%

% of portfolio

0.09%

Previous 0.09%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	SELL	$24.38 - $30.18 $8,459 - $10,472	-347 Reduced 3.6%	9,296 $280,000
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

866

Shares Held

151M

Call Options Held

27.8K

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US EMERGIN

Ticker SCHE
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Stone Point Wealth LLC Schwab Strategic Tr Us Emergin Transaction History