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

Stone Point Wealth LLC

$318 Million
Q2 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 57,868 shares of SCHX stock, worth $1.54 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares

57,868

Previous 54,737 5.72%

Holding current value

$1.54 Million

Previous $1.21 Million 17.05%

% of portfolio

0.44%

Previous 0.42%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	BUY	$19.6 - $24.44 $61,367 - $76,521	3,131 Added 5.72%	57,868 $1.41 Million
Q1 2025 Apr 24, 2025	BUY	$21.75 - $24.28 $115,840 - $129,315	5,326 Added 10.78%	54,737 $1.21 Million
Q4 2024 Jan 28, 2025	BUY	$22.4 - $68.28 $717,404 - $2.19 Million	32,027 Added 184.23%	49,411 $1.15 Million
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

1,567

Shares Held

1.13B

Call Options Held

68.6K

Put Options Held

200

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About SCHWAB STRATEGIC TR US LARGE-C

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