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Schwab Strategic Tr long term us shares owned by Stokes Family Office

Quarter-by-quarter ownership of Schwab Strategic Tr long term us (SCHQ) shares owned by Stokes Family Office from 13F filings

Historical chart of Stokes Family Office investment in Schwab Strategic Tr long term us

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr long term us 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 Strategic Tr long term us by Stokes Family Office

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.1M 175k 35.08
2023-09-30 $5.0M 157k 31.68
2023-06-30 $4.1M 112k 36.29
2023-03-31 $4.3M 114k 37.46
2022-12-31 $7.4M 210k 35.24
2022-09-30 $4.3M 121k 36.01
2022-06-30 $4.6M 113k 40.22

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 long term us

Bank of America Corporation
Total Investment Management
SFMG Wealth Advisors
Northwest Capital Management
CWM
Ambassador Advisors
Jpmorgan Chase & Co
Charles Schwab Investment Management
Raymond James Financial Services Advisors
Advisor Group Holdings
Envestnet Portfolio Solutions
Stokes Family Office
Principal Securities
Royal Bank of Canada
Proequities

View all funds holding Schwab Strategic Tr long term us