Stone Point Wealth LLC Schwab Strategic Tr Us Broad M Transaction History

Stone Point Wealth LLC

  • $294 Million
  • Q4 2024

A detailed history of Stone Point Wealth LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Stone Point Wealth LLC holds 13,201 shares of SCHB stock, worth $267,320. This represents 0.1% of its overall portfolio holdings.

Number of Shares
13,201
Previous 3,234 308.19%
Holding current value
$267,320
Previous $215,000 39.07%
% of portfolio
0.1%
Previous 0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
$22.01 - $66.82 $219,373 - $665,994
9,967 Added 308.19%
13,201 $299,000
Q2 2024

Jul 30, 2024
BUY
$57.57 - $63.3 $186,181 - $204,712
3,234 New
3,234 $203,000

Others Institutions Holding SCHB

# of Institutions
1,268
Shares Held
484M
Call Options Held
365K
Put Options Held
32.6K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
Track This Portfolio

Track Stone Point Wealth LLC Portfolio

Follow Stone Point Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stone Point Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stone Point Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email