Stone Point Wealth LLC

SEC CIK: 0001908192
Latest filing: Jul 23, 2026

SEC filings (opens in a new tab)

SCHW holding history

Schwab Charles Corp in every 13F filed by Stone Point Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SCHW overview All 13F holders of SCHW Full Q2 2026 holdings

Shares (Q2 2026): 10,900
Value: $1.01M
% of portfolio: 0.3%
Quarters held: 4; Since Q3 2025

Holdings of SCHW by Stone Point Wealth LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	10,900	$1.01M	0.3%	00.0%	Unchanged	Holders
Q1 2026	10,900	$1.02M	0.3%	00.0%	Unchanged	Holders
Q4 2025	10,900	$1.09M	0.3%	00.0%	Unchanged	Holders
Q3 2025	10,900	$1.04M	0.3%	+10,900	New	Holders