Stokes Family Office, LLC
Family OfficePosition in SCHW — Schwab Charles Corp
CIK 1802278
NEW ORLEANS, LA
Position in SCHW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$298,216
-$332,201 QoQ
Shares Held
3,232
-51.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,749
of 2,304 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Stokes Family Office, LLC holds $655,822 across 2 Capital Markets names. SCHW ranks #2 (45.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JEF |
Jefferies Financial Group Inc.
|
7,155 | $357,606 | |
| 2 | SCHW |
Schwab Charles Corp
This page
|
3,232 | $298,216 |
All Filings in SCHW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $298,216 | 3,232 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $630,417 | 6,708 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $718,652 | 7,193 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $665,234 | 6,968 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $658,387 | 7,216 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $591,092 | 7,551 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $575,871 | 7,781 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $523,016 | 8,070 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $622,312 | 8,445 | Shares | Sole | 2024-07-05 | |
| 2024-03-31 | $604,183 | 8,352 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $574,617 | 8,352 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $703,872 | 12,821 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $738,313 | 13,026 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $669,835 | 12,788 | Shares | Other | 2023-05-08 | |
| 2022-12-31 | $1,259,057 | 15,122 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $1,131,880 | 15,749 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $977,394 | 15,470 | Shares | Other | 2022-08-05 | |
| 2022-03-31 | $1,423,321 | 16,882 | Shares | Other | 2022-05-16 | |
| 2021-12-31 | $1,408,002 | 16,742 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $1,204,409 | 16,535 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $1,438,215 | 19,753 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $1,482,649 | 22,747 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $1,255,668 | 23,674 | Shares | Other | 2021-02-10 | |
| 2020-09-30 | $837,999 | 23,130 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $987,704 | 29,274 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $1,038,689 | 30,895 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||