SCHWAB STRATEGIC TR

Ticker: SCHF CUSIP: 808524805 Class: ETF

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

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

Q4 2025
Shares 30,116 Value ($000) $724 Avg Close — Range —
Q3 2025
Shares 31,432 Value ($000) $732 Avg Close — Range —
Q2 2025
Shares 35,657 Value ($000) $788 Avg Close — Range —
Q1 2025
Shares 35,998 Value ($000) $712 Avg Close — Range —
Q4 2024
Shares 36,247 Value ($000) $671 Avg Close — Range —
Q3 2024
Shares 17,778 Value ($000) $731 Avg Close — Range —
Q2 2024
Shares 17,978 Value ($000) $691 Avg Close — Range —
Q1 2024
Shares 17,978 Value ($000) $702 Avg Close — Range —
Q4 2023
Shares 17,016 Value ($000) $629 Avg Close — Range —
Q3 2023
Shares 18,011 Value ($000) $612 Avg Close — Range —
Q2 2023
Shares 18,426 Value ($000) $657 Avg Close — Range —
Q1 2023
Shares 10,723 Value ($000) $373 Avg Close — Range —
Q4 2022
Shares 10,073 Value ($000) $324 Avg Close — Range —