Custos Family Office, LLC Schwab Strategic Tr Us Large 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 Large C stock. As of the latest transaction made, Custos Family Office, LLC holds 15,360 shares of SCHG stock, worth $401,510. This represents 0.58% of its overall portfolio holdings.
Number of Shares
15,360
Previous 16,068
4.41%
Holding current value
$401,510
Previous $1.62 Million
1.23%
% of portfolio
0.58%
Previous 0.65%
Shares
2 transactions
Others Institutions Holding SCHG
# of Institutions
1,279Shares Held
172MCall Options Held
87.6KPut Options Held
27.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$277 Million2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$261 Million0.36% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$255 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$238 Million1.33% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$117 Million14.61% of portfolio