Stokes Family Office, LLC Schwab Strategic Tr Long Term Transaction History

Stokes Family Office, LLC

$854 Million
Q1 2025

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 14,714 shares of SCHQ stock, worth $448,188. This represents 0.06% of its overall portfolio holdings.

Number of Shares

14,714

Previous 137,755 89.32%

Holding current value

$448,188

Previous $4.33 Million 88.87%

% of portfolio

0.06%

Previous 0.48%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$30.72 - $33.22 $3.78 Million - $4.09 Million	-123,041 Reduced 89.32%	14,714 $482,000
Q4 2024 Feb 10, 2025	BUY	$31.33 - $35.13 $569,078 - $638,101	18,164 Added 15.19%	137,755 $4.33 Million
Q3 2024 Nov 12, 2024	SELL	$32.17 - $35.98 $1.21 Million - $1.36 Million	-37,664 Reduced 23.95%	119,591 $4.18 Million
Q2 2024 Jul 05, 2024	BUY	$31.45 - $33.71 $29,563 - $31,687	940 Added 0.6%	157,255 $5.16 Million
Q1 2024 May 06, 2024	SELL	$32.9 - $35.0 $624,310 - $664,160	-18,976 Reduced 10.83%	156,315 $5.27 Million
Q4 2023 Feb 06, 2024	BUY	$29.71 - $35.56 $540,157 - $646,516	18,181 Added 11.57%	175,291 $6.15 Million
Q3 2023 Nov 13, 2023	BUY	$31.58 - $36.29 $1.44 Million - $1.65 Million	45,446 Added 40.7%	157,110 $4.98 Million
Q2 2023 Aug 14, 2023	SELL	$35.48 - $38.22 $78,588 - $84,657	-2,215 Reduced 1.95%	111,664 $4.05 Million
Q1 2023 May 08, 2023	SELL	$35.08 - $38.26 $3.36 Million - $3.66 Million	-95,754 Reduced 45.68%	113,879 $4.27 Million
Q4 2022 Feb 14, 2023	BUY	$32.86 - $38.38 $2.93 Million - $3.42 Million	89,087 Added 73.9%	209,633 $7.39 Million
Q3 2022 Nov 10, 2022	BUY	$35.46 - $41.9 $252,262 - $298,076	7,114 Added 6.27%	120,546 $4.34 Million
Q2 2022 Aug 05, 2022	BUY	$38.14 - $45.87 $4.33 Million - $5.2 Million	113,432 New	113,432 $4.56 Million

Others Institutions Holding SCHQ

# of Institutions

108

Shares Held

18M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR LONG-TERM

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Stokes Family Office, LLC Schwab Strategic Tr Long Term Transaction History