SCHWAB STRATEGIC TR

Ticker: SCHV CUSIP: 808524409 Class: US LCAP VA ETF

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

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

Q4 2025
Shares 13,206 Value ($000) $391 Avg Close — Range —
Q3 2025
Shares 14,018 Value ($000) $408 Avg Close — Range —
Q2 2025
Shares 16,928 Value ($000) $468 Avg Close — Range —
Q1 2025
Shares 18,881 Value ($000) $502 Avg Close — Range —
Q4 2024
Shares 19,195 Value ($000) $500 Avg Close — Range —
Q3 2024
Shares 7,029 Value ($000) $565 Avg Close — Range —
Q2 2024
Shares 7,029 Value ($000) $521 Avg Close — Range —
Q1 2024
Shares 7,242 Value ($000) $550 Avg Close — Range —
Q4 2023
Shares 7,489 Value ($000) $525 Avg Close — Range —
Q3 2023
Shares 7,419 Value ($000) $478 Avg Close — Range —
Q2 2023
Shares 6,597 Value ($000) $443 Avg Close — Range —
Q1 2023
Shares 5,668 Value ($000) $372 Avg Close — Range —
Q4 2022
Shares 5,675 Value ($000) $375 Avg Close — Range —
Q3 2022
Shares 8,334 Value ($000) $487 Avg Close — Range —
Q2 2022
Shares 8,154 Value ($000) $509 Avg Close — Range —
Q1 2022
Shares 4,339 Value ($000) $312 Avg Close — Range —
Q4 2021
Shares 4,302 Value ($000) $314 Avg Close — Range —