Custos Family Office, LLC Schwab Strategic Tr Us Dividen Transaction History

Custos Family Office, LLC

$309 Million
Q2 2025

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 265,619 shares of SCHD stock, worth $7.14 Million. This represents 2.27% of its overall portfolio holdings.

Number of Shares

265,619

Previous 266,094 0.18%

Holding current value

$7.14 Million

Previous $7.44 Million 5.39%

% of portfolio

2.27%

Previous 2.65%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 21, 2025	SELL	$24.32 - $27.87 $11,552 - $13,238	-475 Reduced 0.18%	265,619 $7.04 Million
Q1 2025 Apr 25, 2025	BUY	$27.01 - $28.54 $23,417 - $24,744	867 Added 0.33%	266,094 $7.44 Million
Q4 2024 Feb 10, 2025	BUY	$26.93 - $84.95 $4.77 Million - $15 Million	177,118 Added 201.02%	265,227 $7.25 Million
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

# of Institutions

2,000

Shares Held

896M

Call Options Held

4.42M

Put Options Held

2.23M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Custos Family Office, LLC Schwab Strategic Tr Us Dividen Transaction History