Schwab U S Large Cap Growth ETF shares owned by Stokes Family Office
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Stokes Family Office
from 13F filings
Historical chart of Stokes Family Office investment in Schwab U S Large Cap Growth ETF
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All positions including Schwab U S Large Cap Growth ETF held by Stokes Family Office consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $351k | 3.4k | 104.18 |
2024-06-30 | $341k | 3.4k | 100.84 |
2024-03-31 | $268k | 2.9k | 92.72 |
2023-12-31 | $252k | 3.0k | 82.96 |
2023-09-30 | $229k | 3.2k | 72.72 |
2023-06-30 | $236k | 3.2k | 74.95 |
2023-03-31 | $205k | 3.2k | 65.17 |
2022-09-30 | $538k | 9.6k | 55.84 |
2022-06-30 | $558k | 9.6k | 57.97 |
2022-03-31 | $901k | 12k | 74.85 |
2021-12-31 | $292k | 1.8k | 163.86 |
2021-09-30 | $229k | 1.5k | 148.12 |
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