Custos Family Office, LLC Schwab Strategic Tr Us Small 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 Small C stock. As of the latest transaction made, Custos Family Office, LLC holds 24,003 shares of SCHA stock, worth $668,723. This represents 0.45% of its overall portfolio holdings.
Number of Shares
24,003
Previous 24,003
-0.0%
Holding current value
$668,723
Previous $1.14 Million
8.61%
% of portfolio
0.45%
Previous 0.46%
Shares
1 transactions
Others Institutions Holding SCHA
# of Institutions
1,147Shares Held
147MCall Options Held
55.6KPut Options Held
7.8K-
Bank Of America Corp Charlotte, NC22.1MShares$617 Million0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO12.3MShares$343 Million2.15% of portfolio
-
Personal Capital Advisors Corp10.5MShares$293 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.32MShares$204 Million0.5% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.99MShares$83.4 Million0.34% of portfolio