Stokes Family Office »

Schwab Strategic Tr us dividend eq shares owned by Stokes Family Office

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Stokes Family Office from 13F filings

Historical chart of Stokes Family Office investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by Stokes Family Office consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Stokes Family Office

Quarter filed Position value Share count Share price at filing
2023-12-31 $227k 3.0k 76.14
2023-09-30 $211k 3.0k 70.77
2023-06-30 $217k 3.0k 72.63
2022-03-31 $202k 2.6k 79.03
2021-12-31 $202k 2.5k 80.80

More positions owned by Stokes Family Office

Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr U S Equity Factr (LRGF)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Intl Eqty Factor (INTF)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr S&p 100 Etf (OEF)
Alphabet Cap Stk Cl C (GOOG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Vanguard Whitehall Fds High Div Yld (VYM)
Johnson & Johnson (JNJ)
Ea Series Trust Us Quan Momentum (QMOM)

View all positions for Stokes Family Office

Top funds holding Schwab Strategic Tr us dividend eq

Bank of America Corporation
Charles Schwab Investment Advisory
H D Vest Advisory Services
Sumitomo Life Insurance
Raymond James Financial Services Advisors
Sontag Advisory
Wealthfront Advisers
UBS Group
Royal Bank of Canada
Advisor Group Holdings
Orgel Wealth Management
Commonwealth Equity Services
Wells Fargo & Company
Jpmorgan Chase & Co
Honkamp Krueger Financial Services

View all funds holding Schwab Strategic Tr us dividend eq