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 $2.47 Million. This represents 2.72% of its overall portfolio holdings.
Number of Shares
88,109
Previous 87,453
0.75%
Holding current value
$2.47 Million
Previous $6.8 Million
9.51%
% of portfolio
2.72%
Previous 2.72%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,807Shares Held
399MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$753 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$324 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$311 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$259 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$239 Million4.81% of portfolio