SCHWAB STRATEGIC TR

Ticker: SCHC CUSIP: 808524888 Class: ETF

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

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

Q4 2025
Shares 47,913 Value ($000) $2,181 Avg Close — Range —
Q3 2025
Shares 44,004 Value ($000) $2,003 Avg Close — Range —
Q2 2025
Shares 43,405 Value ($000) $1,849 Avg Close — Range —
Q1 2025
Shares 43,673 Value ($000) $1,567 Avg Close — Range —
Q4 2024
Shares 42,449 Value ($000) $1,457 Avg Close — Range —
Q3 2024
Shares 41,678 Value ($000) $1,606 Avg Close — Range —
Q2 2024
Shares 39,128 Value ($000) $1,392 Avg Close — Range —
Q1 2024
Shares 39,426 Value ($000) $1,411 Avg Close — Range —
Q4 2023
Shares 35,526 Value ($000) $1,240 Avg Close — Range —
Q3 2023
Shares 32,064 Value ($000) $1,034 Avg Close — Range —
Q2 2023
Shares 29,664 Value ($000) $1,002 Avg Close — Range —
Q1 2023
Shares 26,935 Value ($000) $908 Avg Close — Range —
Q4 2022
Shares 25,073 Value ($000) $789 Avg Close — Range —
Q3 2022
Shares 25,624 Value ($000) $710 Avg Close — Range —
Q2 2022
Shares 26,011 Value ($000) $813 Avg Close — Range —
Q1 2022
Shares 25,442 Value ($000) $973 Avg Close — Range —
Q4 2021
Shares 24,698 Value ($000) $1,012 Avg Close — Range —