Stone Point Wealth LLC Schwab Strategic Tr Us Large C Transaction History

Stone Point Wealth LLC

$283 Million
Q1 2024

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 7,242 shares of SCHV stock, worth $535,618. This represents 0.19% of its overall portfolio holdings.

Number of Shares

7,242

Previous 7,489 3.3%

Holding current value

$535,618

Previous $524,000 4.96%

% of portfolio

0.19%

Previous 0.2%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 01, 2024	SELL	$68.82 - $75.98 $16,998 - $18,767	-247 Reduced 3.3%	7,242 $550,000
Q4 2023 Jan 26, 2024	BUY	$61.16 - $70.24 $4,281 - $4,916	70 Added 0.94%	7,489 $524,000
Q3 2023 Oct 25, 2023	BUY	$64.45 - $69.39 $52,977 - $57,038	822 Added 12.46%	7,419 $478,000
Q2 2023 Jul 25, 2023	BUY	$63.33 - $67.21 $58,833 - $62,438	929 Added 16.39%	6,597 $442,000
Q1 2023 Apr 20, 2023	SELL	$62.59 - $69.3 $438 - $485	-7 Reduced 0.12%	5,668 $371,000

Q4 2022 Jan 20, 2023	SELL	$64.27 - $69.24 $170,893 - $184,109	-2,659 Reduced 31.91%	5,675 $0
Q3 2022 Nov 03, 2022	BUY	N/A	180 Added 2.21%	8,334 $487,000
Q2 2022 Jul 19, 2022	BUY	N/A	3,815 Added 87.92%	8,154 $509,000
Q1 2022 Apr 29, 2022	BUY	N/A	37 Added 0.86%	4,339 $312,000
Q4 2021 Feb 10, 2022	BUY	N/A	4,302 New	4,302 $314,000

Others Institutions Holding SCHV

# of Institutions

787

Shares Held

102M

Call Options Held

9.1K

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
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Stone Point Wealth LLC Schwab Strategic Tr Us Large C Transaction History