CFO
SCHD icon

Custos Family Office’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Custos Family Office’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-265,619
Closed -$7.04M – 74
2025
Q2 		$7.04M Sell
265,619
-475
-0.2% -$12.4K 2.24% 15
2025
Q1 		$7.44M Buy
266,094
+867
+0.3% +$24.2K 2.64% 11
2024
Q4 		$7.25M Buy
265,227
+900
+0.3% +$25.6K 2.54% 11
2024
Q3 		$7.45M Buy
264,327
+1,968
+0.8% +$53.6K 2.7% 11
2024
Q2 		$6.8M Buy
+262,359
New +$6.83M 2.72% 11

Other funds holding SCHD

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Custos Family Office sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2025, closing a stake of 265,619 shares — an estimated $7.04M sold.

Custos Family Office first reported a position in SCHD in Q2 2024 and held it in 5 quarters. The position peaked at $7.45M in Q3 2024. 1,802 funds tracked by Wall St. Rank hold SCHD as of Q3 2025.

  • Custos Family Office reported no remaining Schwab US Dividend Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Custos Family Office sold 265,619 Schwab US Dividend Equity ETF shares in Q3 2025, an estimated $7.04M.
  • Custos Family Office first reported a position in Schwab US Dividend Equity ETF in Q2 2024 and held it in 5 quarters.
  • Custos Family Office's Schwab US Dividend Equity ETF position peaked at $7.45M in Q3 2024.
  • 1,802 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2025.

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