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

Stone Point Wealth LLC

  • $347 Million
  • Q3 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 9,849 shares of SCHG stock, worth $317,728. This represents 0.09% of its overall portfolio holdings.

Number of Shares
9,849
Previous 10,170 3.16%
Holding current value
$317,728
Previous $297,000 5.72%
% of portfolio
0.09%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,687
Shares Held
855M
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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