SCHWAB STRATEGIC TR

Ticker: SCHA CUSIP: 808524607 Class: US SML CAP ETF

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

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

Q4 2025
Shares 18,764 Value ($000) $534 Avg Close — Range —
Q3 2025
Shares 19,758 Value ($000) $551 Avg Close — Range —
Q2 2025
Shares 20,529 Value ($000) $519 Avg Close — Range —
Q1 2025
Shares 15,542 Value ($000) $364 Avg Close — Range —
Q4 2024
Shares 14,663 Value ($000) $379 Avg Close — Range —
Q3 2024
Shares 8,023 Value ($000) $413 Avg Close — Range —
Q2 2024
Shares 8,023 Value ($000) $381 Avg Close — Range —
Q1 2024
Shares 8,053 Value ($000) $397 Avg Close — Range —
Q4 2023
Shares 6,628 Value ($000) $313 Avg Close — Range —