Stokes Family Office, LLC Schwab Strategic U.S. Mid Cap Transaction History
Stokes Family Office, LLC
- $883 Million
- Q3 2024
A detailed history of Stokes Family Office, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Stokes Family Office, LLC holds 21,039 shares of SCHM stock, worth $606,764. This represents 0.2% of its overall portfolio holdings.
Number of Shares
21,039
Previous 21,386
1.62%
Holding current value
$606,764
Previous $1.66 Million
5.05%
% of portfolio
0.2%
Previous 0.2%
Shares
5 transactions
Others Institutions Holding SCHM
# of Institutions
947Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$748 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$284 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$207 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$94 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$68.4 Million0.18% of portfolio