Stokes Family Office, LLC Schwab Strategic U.S. Mid Cap Transaction History

Stokes Family Office, LLC

  • $883 Million
  • Q3 2024

A detailed history of Stokes Family Office, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Stokes Family Office, LLC holds 21,039 shares of SCHM stock, worth $614,338. This represents 0.2% of its overall portfolio holdings.

Number of Shares
21,039
Previous 21,386 1.62%
Holding current value
$614,338
Previous $1.66 Million 5.05%
% of portfolio
0.2%
Previous 0.2%

Shares

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

Nov 12, 2024
SELL
$75.47 - $83.18 $26,188 - $28,863
-347 Reduced 1.62%
21,039 $1.75 Million
Q2 2024

Jul 05, 2024
BUY
$75.69 - $81.19 $1.62 Million - $1.74 Million
21,386 New
21,386 $1.66 Million
Q3 2022

Nov 10, 2022
BUY
$60.5 - $72.51 $1,875 - $2,247
31 Added 0.39%
8,079 $489,000
Q2 2022

Aug 05, 2022
SELL
$60.91 - $76.4 $81,741 - $102,528
-1,342 Reduced 14.29%
8,048 $505,000
Q1 2022

May 16, 2022
BUY
$70.66 - $80.89 $663,497 - $759,557
9,390 New
9,390 $712,000

Others Institutions Holding SCHM

# of Institutions
956
Shares Held
138M
Call Options Held
8.1K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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