Custos Family Office, LLC Schwab Strategic Tr Us Large C Transaction History
Custos Family Office, LLC
- $281 Million
- Q1 2025
A detailed history of Custos Family Office, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Custos Family Office, LLC holds 61,576 shares of SCHG stock, worth $1.56 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
61,576
Previous 61,507
0.11%
Holding current value
$1.56 Million
Previous $1.71 Million
10.09%
% of portfolio
0.55%
Previous 0.6%
Shares
4 transactions
Others Institutions Holding SCHG
# of Institutions
1,486Shares Held
711MCall Options Held
296KPut Options Held
153K-
Envestnet Asset Management Inc48.3MShares$1.23 Billion0.4% of portfolio
-
Mather Group, Llc. Chicago, IL40.5MShares$1.03 Billion11.8% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.01 Billion2.34% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$970 Million1.41% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.1MShares$560 Million0.26% of portfolio