Stokes Family Office, LLC Schwab Strategic Tr Us Dividen Transaction History
Stokes Family Office, LLC
- $900 Million
- Q2 2025
A detailed history of Stokes Family Office, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Stokes Family Office, LLC holds 83,435 shares of SCHD stock, worth $2.22 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
83,435
Previous 82,169
1.54%
Holding current value
$2.22 Million
Previous $2.3 Million
3.74%
% of portfolio
0.25%
Previous 0.27%
Shares
10 transactions
Others Institutions Holding SCHD
# of Institutions
2,034Shares Held
840MCall Options Held
4.51MPut Options Held
2.75M-
Rakuten Investment Management, Inc. Tokyo, M041.6MShares$1.11 Billion3.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.04 Billion0.37% of portfolio
-
Wealthspire Advisors, LLC New York, NY29MShares$770 Million4.36% of portfolio
-
Bank Of America Corp Charlotte, NC28.6MShares$759 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$756 Million4.28% of portfolio