SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

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

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

Q4 2025
Shares 54,524 Value ($000) $1,467 Avg Close — Range —
Q3 2025
Shares 57,008 Value ($000) $1,502 Avg Close — Range —
Q2 2025
Shares 57,868 Value ($000) $1,414 Avg Close — Range —
Q1 2025
Shares 54,737 Value ($000) $1,209 Avg Close — Range —
Q4 2024
Shares 49,411 Value ($000) $1,145 Avg Close — Range —
Q3 2024
Shares 17,384 Value ($000) $1,180 Avg Close — Range —
Q2 2024
Shares 17,644 Value ($000) $1,134 Avg Close — Range —
Q1 2024
Shares 17,709 Value ($000) $1,099 Avg Close — Range —
Q4 2023
Shares 16,486 Value ($000) $930 Avg Close — Range —
Q3 2023
Shares 17,777 Value ($000) $900 Avg Close — Range —
Q2 2023
Shares 17,993 Value ($000) $942 Avg Close — Range —
Q1 2023
Shares 20,986 Value ($000) $1,015 Avg Close — Range —
Q4 2022
Shares 18,870 Value ($000) $852 Avg Close — Range —
Q3 2022
Shares 8,289 Value ($000) $351 Avg Close — Range —
Q2 2022
Shares 8,489 Value ($000) $379 Avg Close — Range —
Q1 2022
Shares 8,998 Value ($000) $486 Avg Close — Range —
Q4 2021
Shares 4,399 Value ($000) $500 Avg Close — Range —