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Schwab Strategic Tr intrm trm shares owned by Stokes Family Office

Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by Stokes Family Office from 13F filings

Historical chart of Stokes Family Office investment in Schwab Strategic Tr intrm trm

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr intrm trm 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 intrm trm by Stokes Family Office

Quarter filed Position value Share count Share price at filing
2024-09-30 $20M 399k 50.60
2024-06-30 $16M 336k 48.77
2024-03-31 $15M 305k 49.05
2023-12-31 $12M 231k 49.72
2023-09-30 $11M 224k 47.94
2023-06-30 $10M 204k 49.28
2023-03-31 $6.2M 122k 50.43

More positions owned by Stokes Family Office

Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Intl Eqty Factor (INTF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Exxon Mobil Corporation (XOM)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr U S Equity Factr (LRGF)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Alphabet Cap Stk Cl C (GOOG)
Ea Series Trust Alpha Arch 1-3 (BOXX)

View all positions for Stokes Family Office

Top funds holding Schwab Strategic Tr intrm trm

Charles Schwab Investment Management
Royal Bank of Canada
Bank of America Corporation
Stifel Financial
Jane Street
Cornerstone Wealth Advisors
State Street Corporation
Jpmorgan Chase & Co
Pacific Sage Partners
Madison Asset Management
Northwest Capital Management
CWM
Wealth Enhancement Advisory Services
Streettalk Advisors
Intelligence Driven Advisers

View all funds holding Schwab Strategic Tr intrm trm