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 $7.57 Million. This represents 2.54% of its overall portfolio holdings.

Number of Shares
265,227
Previous 88,109 201.02%
Holding current value
$7.57 Million
Previous $7.45 Million 2.7%
% of portfolio
2.54%
Previous 2.72%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,939
Shares Held
823M
Call Options Held
4.82M
Put Options Held
2.73M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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