SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

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

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

Q4 2025
Shares 11,444 Value ($000) $373 Avg Close — Range —
Q3 2025
Shares 9,849 Value ($000) $314 Avg Close — Range —
Q2 2025
Shares 10,170 Value ($000) $297 Avg Close — Range —
Q1 2025
Shares 11,619 Value ($000) $291 Avg Close — Range —