Stone Point Wealth LLC Schwab Strategic Tr Intl Eqty Transaction History

Stone Point Wealth LLC

$291 Million
Q1 2025

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 35,998 shares of SCHF stock, worth $773,957. This represents 0.24% of its overall portfolio holdings.

Number of Shares

35,998

Previous 36,247 0.69%

Holding current value

$773,957

Previous $670,000 6.27%

% of portfolio

0.24%

Previous 0.23%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$18.36 - $20.51 $4,571 - $5,106	-249 Reduced 0.69%	35,998 $712,000
Q4 2024 Jan 28, 2025	BUY	$18.41 - $40.87 $340,014 - $754,828	18,469 Added 103.89%	36,247 $670,000
Q3 2024 Oct 31, 2024	SELL	$36.98 - $41.55 $7,395 - $8,310	-200 Reduced 1.11%	17,778 $731,000
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	$28.0 - $33.87 $282,044 - $341,172	10,073 New	10,073 $0

Others Institutions Holding SCHF

# of Institutions

1,412

Shares Held

1.54B

Call Options Held

52.9K

Put Options Held

3.9K

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About SCHWAB STRATEGIC TR INTL EQTY

Ticker SCHF
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Stone Point Wealth LLC Schwab Strategic Tr Intl Eqty Transaction History