Custos Family Office, LLC Schwab Strategic Tr Us Small C Transaction History
Custos Family Office, LLC
- $274 Million
- Q3 2024
A detailed history of Custos Family Office, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Custos Family Office, LLC holds 24,003 shares of SCHA stock, worth $614,956. This represents 0.45% of its overall portfolio holdings.
Number of Shares
24,003
Previous 24,003
-0.0%
Holding current value
$614,956
Previous $1.14 Million
8.61%
% of portfolio
0.45%
Previous 0.46%
Shares
1 transactions
Others Institutions Holding SCHA
# of Institutions
1,131Shares Held
234MCall Options Held
44.7KPut Options Held
32.4K-
Charles Schwab Investment Management Inc San Francisco, CA87.1MShares$2.23 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC22.1MShares$566 Million0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO12.3MShares$315 Million2.15% of portfolio
-
Personal Capital Advisors Corp10.5MShares$270 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.36MShares$189 Million0.51% of portfolio