Stokes Family Office, LLC Schwab Strategic Tr Long Term Transaction History
Stokes Family Office, LLC
- $834 Million
- Q2 2024
A detailed history of Stokes Family Office, LLC transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Stokes Family Office, LLC holds 157,255 shares of SCHQ stock, worth $5.48 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
157,255
Previous 156,315
0.6%
Holding current value
$5.48 Million
Previous $5.27 Million
2.14%
% of portfolio
0.62%
Previous 0.67%
Shares
9 transactions
Others Institutions Holding SCHQ
# of Institutions
93Shares Held
13.2MCall Options Held
0Put Options Held
0-
Total Investment Management Inc Scottsdale, AZ2.56MShares$89.3 Million11.05% of portfolio
-
Bank Of America Corp Charlotte, NC2.37MShares$82.5 Million0.01% of portfolio
-
Envestnet Asset Management Inc1.27MShares$44.3 Million0.01% of portfolio
-
Sfmg, LLC636KShares$22.2 Million1.83% of portfolio
-
Mirae Asset Global Investments Co., Ltd.597KShares$20.8 Million0.1% of portfolio