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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

Tip: Access up to 7 years of quarterly data

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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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Stokes Family Office

Quarter filed Position value Share count Share price at filing
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

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 U S Large Cap Growth ETF

Mather Group
Advisor Group Holdings
Honkamp Krueger Financial Services
Mariner Wealth Advisors
Raymond James Financial Services Advisors
Fund Evaluation Group
McAdam
CWM
Focus Financial Network
Fort Pitt Capital
Bank of America Corporation
Thrive Wealth Management
Jpmorgan Chase & Co
Focus Financial Network
HighTower Advisors

View all funds holding Schwab U S Large Cap Growth ETF