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

Stone Point Wealth LLC

  • $305 Million
  • Q3 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 7,029 shares of SCHV stock, worth $191,399. This represents 0.18% of its overall portfolio holdings.

Number of Shares
7,029
Previous 7,029 -0.0%
Holding current value
$191,399
Previous $520,000 8.46%
% of portfolio
0.18%
Previous 0.19%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
SELL
$71.74 - $75.86 $15,280 - $16,158
-213 Reduced 2.94%
7,029 $520,000
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
$59.13 - $69.24 $157,226 - $184,109
-2,659 Reduced 31.91%
5,675 $0
Q3 2022

Nov 03, 2022
BUY
$58.51 - $69.02 $10,531 - $12,423
180 Added 2.21%
8,334 $487,000
Q2 2022

Jul 19, 2022
BUY
$60.93 - $72.3 $232,447 - $275,824
3,815 Added 87.92%
8,154 $509,000
Q1 2022

Apr 29, 2022
BUY
$67.71 - $74.19 $2,505 - $2,745
37 Added 0.86%
4,339 $312,000
Q4 2021

Feb 10, 2022
BUY
$67.9 - $73.3 $292,105 - $315,336
4,302 New
4,302 $314,000

Others Institutions Holding SCHV

# of Institutions
831
Shares Held
112M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
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