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Custos Family Office’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Custos Family Office’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-48,640
Closed -$1.23M – 73
2025
Q2 		$1.23M Hold
48,640
– – 0.39% 33
2025
Q1 		$1.14M Buy
48,640
+634
+1% +$16.2K 0.4% 31
2024
Q4 		$1.24M Hold
48,006
– – 0.43% 30
2024
Q3 		$1.24M Hold
48,006
– – 0.45% 31
2024
Q2 		$1.14M Buy
+48,006
New +$1.14M 0.45% 32

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Custos Family Office's SCHA Position: Q3 2025 in Review

Custos Family Office sold out of Schwab U.S Small- Cap ETF (SCHA) in Q3 2025, closing a stake of 48,640 shares — an estimated $1.23M sold.

Custos Family Office first reported a position in SCHA in Q2 2024 and held it in 5 quarters. The position peaked at $1.24M in Q4 2024. 1,166 funds tracked by Wall St. Rank hold SCHA as of Q3 2025.

  • Custos Family Office reported no remaining Schwab U.S Small- Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Custos Family Office sold 48,640 Schwab U.S Small- Cap ETF shares in Q3 2025, an estimated $1.23M.
  • Custos Family Office first reported a position in Schwab U.S Small- Cap ETF in Q2 2024 and held it in 5 quarters.
  • Custos Family Office's Schwab U.S Small- Cap ETF position peaked at $1.24M in Q4 2024.
  • 1,166 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2025.

Based on Custos Family Office's 13F filing for Q3 2025, filed 16 Oct 2025.