Stokes Family Office, LLC Schwab Strategic U.S. Mid Cap Transaction History

Stokes Family Office, LLC

  • $834 Million
  • Q2 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 21,386 shares of SCHM stock, worth $1.76 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
21,386
Holding current value
$1.76 Million
% of portfolio
0.2%

Shares

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

Jul 05, 2024
BUY
$75.69 - $81.19 $1.62 Million - $1.74 Million
21,386 New
21,386 $1.66 Million
Q3 2022

Nov 10, 2022
BUY
$60.5 - $72.51 $1,875 - $2,247
31 Added 0.39%
8,079 $489,000
Q2 2022

Aug 05, 2022
SELL
$60.91 - $76.4 $81,741 - $102,528
-1,342 Reduced 14.29%
8,048 $505,000
Q1 2022

May 16, 2022
BUY
$70.66 - $80.89 $663,497 - $759,557
9,390 New
9,390 $712,000

Others Institutions Holding SCHM

# of Institutions
912
Shares Held
94.8M
Call Options Held
6.2K
Put Options Held
3K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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