Stone Point Wealth LLC Schwab Strategic Tr Us Large C Transaction History
Stone Point Wealth LLC
- $291 Million
- Q1 2025
A detailed history of Stone Point Wealth LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Stone Point Wealth LLC holds 11,619 shares of SCHG stock, worth $295,354. This represents 0.1% of its overall portfolio holdings.
Number of Shares
11,619Holding current value
$295,354% of portfolio
0.1%Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,494Shares Held
714MCall Options Held
296KPut Options Held
153K-
Envestnet Asset Management Inc48.3MShares$1.23 Billion0.4% of portfolio
-
Mather Group, Llc. Chicago, IL40.5MShares$1.03 Billion11.8% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.01 Billion2.34% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$970 Million1.41% of portfolio
-
Lpl Financial LLC Fort Mill, SC24.6MShares$626 Million0.25% of portfolio