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

Stokes Family Office, LLC

$982 Million
Q3 2025

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 1,114,542 shares of SCHR stock, worth $28 Million. This represents 2.85% of its overall portfolio holdings.

Number of Shares

1,114,542

Previous 1,133,415 1.67%

Holding current value

$28 Million

Previous $28.4 Million 1.27%

% of portfolio

2.85%

Previous 3.15%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$24.69 - $25.26 $465,974 - $476,731	-18,873 Reduced 1.67%	1,114,542 $28 Million
Q2 2025 Aug 06, 2025	SELL	$24.54 - $25.07 $1.09 Million - $1.11 Million	-44,414 Reduced 3.77%	1,133,415 $28.4 Million
Q1 2025 May 13, 2025	BUY	$24.05 - $24.86 $7.13 Million - $7.37 Million	296,626 Added 33.66%	1,177,829 $29.3 Million
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

515

Shares Held

385M

Call Options Held

Put Options Held

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About SCHWAB INTERMEDIATE-TERM US TR

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