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 $283,029. This represents 0.1% of its overall portfolio holdings.

Number of Shares
13,201
Previous 3,234 308.19%
Holding current value
$283,029
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
1,267
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
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