Custos Family Office, LLC Schwab Strategic Tr Us Broad M Transaction History
Custos Family Office, LLC
- $285 Million
- Q4 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 22,974 shares of SCHB stock, worth $492,562. This represents 0.18% of its overall portfolio holdings.
Number of Shares
22,974
Previous 7,658
200.0%
Holding current value
$492,562
Previous $509,000
2.36%
% of portfolio
0.18%
Previous 0.19%
Shares
4 transactions
Others Institutions Holding SCHB
# of Institutions
1,264Shares Held
423MCall Options Held
365KPut Options Held
32.6K-
Betterment LLC New York, NY17.8MShares$381 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$246 Million19.46% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$219 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$200 Million13.85% of portfolio
-
Hengehold Capital Management LLC8.94MShares$192 Million19.23% of portfolio