SCHWAB STRATEGIC TR

Ticker: SCHE CUSIP: 808524706 Class: EMRG MKTEQ ETF

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

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

Q4 2025
Shares 8,011 Value ($000) $262 Avg Close — Range —
Q3 2025
Shares 8,075 Value ($000) $269 Avg Close — Range —
Q2 2025
Shares 9,296 Value ($000) $280 Avg Close — Range —
Q1 2025
Shares 9,643 Value ($000) $266 Avg Close — Range —
Q4 2024
Shares 11,074 Value ($000) $295 Avg Close — Range —
Q3 2024
Shares 10,657 Value ($000) $311 Avg Close — Range —
Q2 2024
Shares 10,737 Value ($000) $285 Avg Close — Range —
Q1 2024
Shares 10,767 Value ($000) $272 Avg Close — Range —
Q4 2023
Shares 10,178 Value ($000) $252 Avg Close — Range —
Q3 2023
Shares 10,234 Value ($000) $245 Avg Close — Range —