Stokes Family Office, LLC Schwab Strategic Tr Us Dividen Transaction History

Stokes Family Office, LLC

  • $834 Million
  • Q2 2024

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 3,741 shares of SCHD stock, worth $315,216. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,741
Previous 2,991 25.08%
Holding current value
$315,216
Previous $241,000 20.33%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 05, 2024
BUY
$75.81 - $80.15 $56,857 - $60,112
750 Added 25.08%
3,741 $290,000
Q1 2024

May 06, 2024
BUY
$75.25 - $80.63 $301 - $322
4 Added 0.13%
2,991 $241,000
Q2 2023

Aug 14, 2023
BUY
$69.18 - $73.94 $206,640 - $220,858
2,987 New
2,987 $216,000
Q2 2022

Aug 05, 2022
SELL
$70.31 - $80.24 $179,712 - $205,093
-2,556 Closed
0 $0
Q1 2022

May 16, 2022
BUY
$75.14 - $81.94 $4,207 - $4,588
56 Added 2.24%
2,556 $202,000
Q4 2021

Feb 15, 2022
BUY
$74.93 - $80.86 $187,325 - $202,150
2,500 New
2,500 $202,000

Others Institutions Holding SCHD

# of Institutions
1,659
Shares Held
273M
Call Options Held
1.52M
Put Options Held
741K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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More about SCHD
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