Schwab U S Small Cap ETF shares owned by Stokes Family Office
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Stokes Family Office
from 13F filings
Historical chart of Stokes Family Office investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Stokes Family Office
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $279k | 10k | 27.90 |
| 2025-06-30 | $253k | 10k | 25.30 |
| 2025-03-31 | $234k | 10k | 23.43 |
| 2024-12-31 | $259k | 10k | 25.86 |
| 2024-09-30 | $254k | 4.9k | 51.50 |
| 2022-09-30 | $478k | 13k | 37.76 |
| 2022-06-30 | $492k | 13k | 38.98 |
| 2022-03-31 | $826k | 17k | 47.37 |