Stokes Family Office, LLC Schwab Intermediate Term Us Tr Transaction History
Stokes Family Office, LLC
- $834 Million
- Q2 2024
A detailed history of Stokes Family Office, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Stokes Family Office, LLC holds 336,017 shares of SCHR stock, worth $16.4 Million. This represents 1.96% of its overall portfolio holdings.
Number of Shares
336,017
Previous 305,107
10.13%
Holding current value
$16.4 Million
Previous $15 Million
9.5%
% of portfolio
1.96%
Previous 1.9%
Shares
6 transactions
Others Institutions Holding SCHR
# of Institutions
382Shares Held
142MCall Options Held
3.1KPut Options Held
4.5K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA81MShares$3.95 Billion5.46% of portfolio
-
Royal Bank Of Canada Toronto, A611.6MShares$566 Million0.14% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.35MShares$212 Million0.06% of portfolio
-
Stifel Financial Corp St. Louis, MO3.6MShares$175 Million0.21% of portfolio
-
Goldman Sachs Group Inc New York, NY2.31MShares$113 Million0.02% of portfolio