SCHWAB STRATEGIC TR

Ticker: SCHB CUSIP: 808524102 Class: ETF

Stone Point Wealth LLC's Holding History (CIK: 0001908192)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 21,850 Value ($000) $573 Avg Close — Range —
Q3 2025
Shares 23,589 Value ($000) $606 Avg Close — Range —
Q2 2025
Shares 24,177 Value ($000) $576 Avg Close — Range —
Q1 2025
Shares 11,954 Value ($000) $257 Avg Close — Range —
Q4 2024
Shares 13,201 Value ($000) $300 Avg Close — Range —
Q3 2024
Shares 3,234 Value ($000) $215 Avg Close — Range —
Q2 2024
Shares 3,234 Value ($000) $203 Avg Close — Range —