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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
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)
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 intrm trm

Charles Schwab Investment Advisory
Royal Bank of Canada
Stifel Financial
Goldman Sachs Group
Jpmorgan Chase & Co
Creative Planning
Crane Advisory
Pacific Sage Partners
Wealth Enhancement Advisory Services
Hilton Capital Management
Cornerstone Wealth Advisors
Allspring Global Investments Holdings
Northwest Capital Management
Moisand Fitzgerald Tamayo
CWM

View all funds holding Schwab Strategic Tr intrm trm