Custos Family Office, LLC Schwab Strategic Tr Us Dividen Transaction History
Custos Family Office, LLC
- $285 Million
- Q4 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 265,227 shares of SCHD stock, worth $7.44 Million. This represents 2.54% of its overall portfolio holdings.
Number of Shares
265,227
Previous 88,109
201.02%
Holding current value
$7.44 Million
Previous $7.45 Million
2.7%
% of portfolio
2.54%
Previous 2.72%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,940Shares Held
824MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.39 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.02 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$799 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$752 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$729 Million4.56% of portfolio