Custos Family Office, LLC Schwab Strategic Tr Us Broad M Transaction History
Custos Family Office, LLC
- $274 Million
- Q3 2024
A detailed history of Custos Family Office, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Custos Family Office, LLC holds 7,658 shares of SCHB stock, worth $178,890. This represents 0.19% of its overall portfolio holdings.
Number of Shares
7,658
Previous 7,816
2.02%
Holding current value
$178,890
Previous $491,000
3.67%
% of portfolio
0.19%
Previous 0.2%
Shares
3 transactions
Others Institutions Holding SCHB
# of Institutions
1,200Shares Held
279MCall Options Held
191KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$481 Million4.26% of portfolio
-
Hengehold Capital Management LLC8.94MShares$209 Million19.23% of portfolio
-
Strid Group, LLC8.53MShares$199 Million30.52% of portfolio
-
Hb Wealth Management, LLC6.51MShares$152 Million1.52% of portfolio
-
Betterment LLC New York, NY6.06MShares$141 Million0.97% of portfolio