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Custos Family Office’s Schwab US Broad Market ETF SCHB Stock Holding History

Custos Family Office’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$590K Sell
22,503
-26
-0.1% -$677 0.4% 29
2025
Q3 		$579K Hold
22,529
– – 0.33% 29
2025
Q2 		$537K Sell
22,529
-445
-2% -$9.8K 0.17% 42
2025
Q1 		$495K Hold
22,974
– – 0.18% 41
2024
Q4 		$522K Hold
22,974
– – 0.18% 44
2024
Q3 		$509K Sell
22,974
-474
-2% -$10.1K 0.18% 39
2024
Q2 		$491K Sell
23,448
-216
-0.9% -$4.38K 0.2% 38
2024
Q1 		$482K Hold
23,664
– – 0.25% 26
2023
Q4 		$439K Hold
23,664
– – 0.23% 29
2023
Q3 		$393K Hold
23,664
– – 0.26% 26
2023
Q2 		$408K Hold
23,664
– – 0.26% 26
2023
Q1 		$377K Hold
23,664
– – 0.27% 26
2022
Q4 		$353K Hold
23,664
– – 0.28% 28
2022
Q3 		$331K Hold
23,664
– – 0.32% 17
2022
Q2 		$349K Buy
+23,664
New +$380K 0.31% 14

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $202M AUM
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return

Custos Family Office's SCHB Position: Q4 2025 in Review

Custos Family Office reduced its Schwab US Broad Market ETF (SCHB) stake by 0.12% in Q4 2025, selling an estimated $677 and leaving 22,503 shares worth $590K. The position accounts for 0.4% of the portfolio, ranked #29.

Custos Family Office first reported a position in SCHB in Q2 2022 and has held it in 15 quarters since. 1,310 funds tracked by Wall St. Rank hold SCHB as of Q4 2025.

  • Custos Family Office held 22,503 shares of Schwab US Broad Market ETF worth $590K as of Q4 2025.
  • Custos Family Office sold 26 Schwab US Broad Market ETF shares in Q4 2025, an estimated $677.
  • Schwab US Broad Market ETF made up 0.4% of Custos Family Office's portfolio in Q4 2025, its #29 holding.
  • Custos Family Office first reported a position in Schwab US Broad Market ETF in Q2 2022 and has held it in 15 quarters since.
  • 1,310 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2025.

Based on Custos Family Office's 13F filing for Q4 2025, filed 17 Feb 2026.