Stokes Family Office, LLC Schwab Charles Corp Transaction History

Stokes Family Office, LLC

  • $883 Million
  • Q3 2024

A detailed history of Stokes Family Office, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Stokes Family Office, LLC holds 8,070 shares of SCHW stock, worth $599,681. This represents 0.06% of its overall portfolio holdings.

Number of Shares
8,070
Previous 8,445 4.44%
Holding current value
$599,681
Previous $622,000 15.92%
% of portfolio
0.06%
Previous 0.07%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$61.74 - $76.08 $23,152 - $28,530
-375 Reduced 4.44%
8,070 $523,000
Q2 2024

Jul 05, 2024
BUY
$70.03 - $78.9 $6,512 - $7,337
93 Added 1.11%
8,445 $622,000
Q4 2023

Feb 06, 2024
SELL
$49.33 - $70.98 $220,455 - $317,209
-4,469 Reduced 34.86%
8,352 $574,000
Q3 2023

Nov 13, 2023
SELL
$54.2 - $67.94 $11,111 - $13,927
-205 Reduced 1.57%
12,821 $703,000
Q2 2023

Aug 14, 2023
BUY
$47.37 - $57.14 $11,274 - $13,599
238 Added 1.86%
13,026 $738,000
Q1 2023

May 08, 2023
SELL
$51.91 - $85.6 $121,157 - $199,790
-2,334 Reduced 15.43%
12,788 $669,000
Q4 2022

Feb 14, 2023
SELL
$67.43 - $83.26 $42,278 - $52,204
-627 Reduced 3.98%
15,122 $1.26 Million
Q3 2022

Nov 10, 2022
BUY
$21.16 - $74.92 $5,903 - $20,902
279 Added 1.8%
15,749 $1.13 Million
Q2 2022

Aug 05, 2022
SELL
$59.99 - $83.83 $84,705 - $118,367
-1,412 Reduced 8.36%
15,470 $977,000
Q1 2022

May 16, 2022
BUY
$75.69 - $95.53 $10,596 - $13,374
140 Added 0.84%
16,882 $1.42 Million
Q4 2021

Feb 15, 2022
BUY
$73.23 - $85.82 $15,158 - $17,764
207 Added 1.25%
16,742 $1.41 Million
Q3 2021

Nov 15, 2021
SELL
$66.68 - $77.38 $214,576 - $249,008
-3,218 Reduced 16.29%
16,535 $1.2 Million
Q2 2021

Aug 12, 2021
SELL
$63.69 - $76.01 $190,687 - $227,573
-2,994 Reduced 13.16%
19,753 $1.44 Million
Q1 2021

May 13, 2021
SELL
$51.54 - $67.65 $47,777 - $62,711
-927 Reduced 3.92%
22,747 $1.48 Million
Q4 2020

Feb 10, 2021
BUY
$36.75 - $53.04 $19,992 - $28,853
544 Added 2.35%
23,674 $1.26 Million
Q3 2020

Nov 12, 2020
SELL
$33.02 - $36.28 $202,874 - $222,904
-6,144 Reduced 20.99%
23,130 $838,000
Q2 2020

Aug 11, 2020
SELL
$31.75 - $42.82 $51,466 - $69,411
-1,621 Reduced 5.25%
29,274 $988,000
Q1 2020

May 12, 2020
BUY
$28.43 - $49.0 $262,721 - $452,809
9,241 Added 42.68%
30,895 $1.04 Million
Q4 2019

Feb 10, 2020
BUY
$35.1 - $51.07 $760,055 - $1.11 Million
21,654 New
21,654 $1.03 Million

Others Institutions Holding SCHW

# of Institutions
2,081
Shares Held
1.44B
Call Options Held
16.9M
Put Options Held
22.3M
View Full List

About SCHWAB CHARLES CORP

SCHW Quotes by TradingView
  • Ticker SCHW
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,817,789,952
  • Market Cap $135B
  • Description
  • The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking ...
More about SCHW
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