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 17,384 shares of SCHX stock, worth $406,785. This represents 0.39% of its overall portfolio holdings.

Number of Shares
17,384
Previous 17,644 1.47%
Holding current value
$406,785
Previous $1.13 Million 4.06%
% of portfolio
0.39%
Previous 0.41%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
SELL
$61.11 - $67.85 $15,888 - $17,641
-260 Reduced 1.47%
17,384 $1.18 Million
Q2 2024

Jul 30, 2024
SELL
$58.7 - $64.78 $3,815 - $4,210
-65 Reduced 0.37%
17,644 $1.13 Million
Q1 2024

May 01, 2024
BUY
$55.41 - $62.08 $67,766 - $75,923
1,223 Added 7.42%
17,709 $1.1 Million
Q4 2023

Jan 26, 2024
SELL
$48.47 - $56.6 $62,574 - $73,070
-1,291 Reduced 7.26%
16,486 $929,000
Q3 2023

Oct 25, 2023
SELL
$50.36 - $54.21 $10,877 - $11,709
-216 Reduced 1.2%
17,777 $899,000
Q2 2023

Jul 25, 2023
SELL
$47.67 - $52.37 $142,676 - $156,743
-2,993 Reduced 14.26%
17,993 $942,000
Q1 2023

Apr 20, 2023
BUY
$44.78 - $49.41 $94,754 - $104,551
2,116 Added 11.21%
20,986 $1.02 Million
Q4 2022

Jan 20, 2023
BUY
$42.25 - $48.16 $447,047 - $509,580
10,581 Added 127.65%
18,870 $0
Q3 2022

Nov 03, 2022
SELL
$42.35 - $51.01 $8,470 - $10,202
-200 Reduced 2.36%
8,289 $351,000
Q2 2022

Jul 19, 2022
SELL
$43.35 - $54.51 $22,065 - $27,745
-509 Reduced 5.66%
8,489 $379,000
Q1 2022

Apr 29, 2022
BUY
$49.51 - $57.27 $227,696 - $263,384
4,599 Added 104.55%
8,998 $486,000
Q4 2021

Feb 10, 2022
BUY
$51.9 - $57.29 $228,308 - $252,018
4,399 New
4,399 $500,000

Others Institutions Holding SCHX

# of Institutions
1,351
Shares Held
348M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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