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

Stokes Family Office, LLC

  • $898 Million
  • Q4 2024

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 137,755 shares of SCHQ stock, worth $4.54 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
137,755
Previous 119,591 15.19%
Holding current value
$4.54 Million
Previous $4.18 Million 3.47%
% of portfolio
0.48%
Previous 0.47%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
106
Shares Held
11.5M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR LONG-TERM

SCHQ Quotes by TradingView
  • Ticker SCHQ
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More about SCHQ
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