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

Stone Point Wealth LLC

  • $358 Million
  • Q4 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 11,444 shares of SCHG stock, worth $369,183. This represents 0.1% of its overall portfolio holdings.

Number of Shares
11,444
Previous 9,849 16.19%
Holding current value
$369,183
Previous $314,000 17.52%
% of portfolio
0.1%
Previous 0.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 27, 2026
BUY
$31.41 - $33.69 $50,098 - $53,735
1,595 Added 16.19%
11,444 $369,000
Q3 2025

Oct 22, 2025
SELL
$28.92 - $32.19 $9,283 - $10,332
-321 Reduced 3.16%
9,849 $314,000
Q2 2025

Jul 17, 2025
SELL
$22.27 - $29.21 $32,269 - $42,325
-1,449 Reduced 12.47%
10,170 $297,000
Q1 2025

Apr 24, 2025
BUY
$24.91 - $29.02 $289,429 - $337,183
11,619 New
11,619 $290,000

Others Institutions Holding SCHG

# of Institutions
1,708
Shares Held
859M
Call Options Held
543K
Put Options Held
113K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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