Custos Family Office, LLC Schwab Strategic Tr Us Dividen Transaction History
Custos Family Office, LLC
- $274 Million
- Q3 2024
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
Others Institutions Holding SCHD
# of Institutions
1,760Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$318 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$255 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$247 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$234 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$204 Million0.05% of portfolio