A detailed history of Custos Family Office, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Custos Family Office, LLC holds 88,109 shares of SCHD stock, worth $2.43 Million. This represents 2.72% of its overall portfolio holdings.

Number of Shares
88,109
Previous 87,453 0.75%
Holding current value
$2.43 Million
Previous $6.8 Million 9.51%
% of portfolio
2.72%
Previous 2.72%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

BUY
$77.02 - $85.06 $50,525 - $55,799
656 Added 0.75%
88,109 $7.45 Million
Q2 2024

Jul 24, 2024

BUY
$75.81 - $80.15 $6.63 Million - $7.01 Million
87,453 New
87,453 $6.8 Million

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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