Stokes Family Office, LLC Schwab Intermediate Term Us Tr Transaction History

Stokes Family Office, LLC

  • $898 Million
  • Q4 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 881,203 shares of SCHR stock, worth $21.7 Million. This represents 2.38% of its overall portfolio holdings.

Number of Shares
881,203
Previous 399,330 120.67%
Holding current value
$21.7 Million
Previous $20.2 Million 5.93%
% of portfolio
2.38%
Previous 2.29%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
$24.19 - $50.58 $11.7 Million - $24.4 Million
481,873 Added 120.67%
881,203 $21.4 Million
Q3 2024

Nov 12, 2024
BUY
$48.4 - $50.91 $3.06 Million - $3.22 Million
63,313 Added 18.84%
399,330 $20.2 Million
Q2 2024

Jul 05, 2024
BUY
$47.85 - $49.0 $1.48 Million - $1.51 Million
30,910 Added 10.13%
336,017 $16.4 Million
Q1 2024

May 06, 2024
BUY
$48.64 - $49.88 $3.59 Million - $3.68 Million
73,756 Added 31.88%
305,107 $15 Million
Q4 2023

Feb 06, 2024
BUY
$47.09 - $49.87 $367,490 - $389,185
7,804 Added 3.49%
231,351 $11.5 Million
Q3 2023

Nov 13, 2023
BUY
$47.78 - $49.59 $957,893 - $994,180
20,048 Added 9.85%
223,547 $10.7 Million
Q2 2023

Aug 14, 2023
BUY
$49.25 - $50.96 $4 Million - $4.14 Million
81,316 Added 66.55%
203,499 $10 Million
Q1 2023

May 08, 2023
BUY
$48.55 - $50.78 $5.93 Million - $6.2 Million
122,183 New
122,183 $6.16 Million

Others Institutions Holding SCHR

# of Institutions
445
Shares Held
356M
Call Options Held
2.7K
Put Options Held
0
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

SCHR Quotes by TradingView
  • Ticker SCHR
  • Sector ETFs
  • Industry ETFs
More about SCHR
Track This Portfolio

Track Stokes Family Office, LLC Portfolio

Follow Stokes Family Office, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stokes Family Office, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stokes Family Office, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email