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Schwab Strategic Tr us dividend eq shares owned by Custos Family Office

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Custos Family Office from 13F filings

Historical chart of Custos Family Office investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by Custos Family Office consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Custos Family Office

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.4M 88k 84.53
2024-06-30 $6.8M 88k 77.76

More positions owned by Custos Family Office

Ishares Tr Core S&p500 Etf (IVV)
Fidelity Covington Trust Vlu Factor Etf (FVAL)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Msci Eafe (IEFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Jpmorgan Usd Emg (EMB)

View all positions for Custos Family Office

Top funds holding Schwab Strategic Tr us dividend eq

LPL Financial
Morgan Stanley
Sumitomo Life Insurance
H D Vest Advisory Services
Bank of America Corporation
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Raymond James Financial Services Advisors
Sontag Advisory
Wealthfront Advisers
Commonwealth Equity Services
Orgel Wealth Management
Wells Fargo & Company
Honkamp Krueger Financial Services
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr us dividend eq