Stone Point Wealth LLC Schwab Strategic Tr Intl Eqty Transaction History

Stone Point Wealth LLC

$283 Million
Q1 2024

A detailed history of Stone Point Wealth LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Stone Point Wealth LLC holds 17,978 shares of SCHF stock, worth $709,411. This represents 0.25% of its overall portfolio holdings.

Number of Shares

17,978

Previous 17,016 5.65%

Holding current value

$709,411

Previous $628,000 11.62%

% of portfolio

0.25%

Previous 0.24%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 01, 2024	BUY	$35.71 - $39.11 $34,353 - $37,623	962 Added 5.65%	17,978 $701,000
Q4 2023 Jan 26, 2024	SELL	$32.37 - $37.01 $32,208 - $36,824	-995 Reduced 5.52%	17,016 $628,000
Q3 2023 Oct 25, 2023	SELL	$33.82 - $36.71 $14,035 - $15,234	-415 Reduced 2.25%	18,011 $611,000
Q2 2023 Jul 25, 2023	BUY	$34.48 - $36.54 $265,599 - $281,467	7,703 Added 71.84%	18,426 $656,000
Q1 2023 Apr 20, 2023	BUY	$32.42 - $35.44 $21,073 - $23,036	650 Added 6.45%	10,723 $373,000

Q4 2022 Jan 20, 2023	BUY	$29.98 - $33.87 $301,988 - $341,172	10,073 New	10,073 $0

Others Institutions Holding SCHF

# of Institutions

1,168

Shares Held

823M

Call Options Held

55.1K

Put Options Held

13.3K

View Full List

About SCHWAB STRATEGIC TR INTL EQTY

Ticker SCHF
Sector ETFs
Industry ETFs

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Stone Point Wealth LLC Schwab Strategic Tr Intl Eqty Transaction History