Custom Portfolio Group LLC / SCHB
Custom Portfolio Group LLC’s Schwab Strategic Tr Position
Does Custom Portfolio Group LLC own Schwab Strategic Tr (SCHB)? Yes — 124.3K shares worth $8M (+6.17% of its 13F portfolio) as of Q2 2024.
Position Value
$8M
Q2 2024
Shares
124.3K
% of Portfolio
+6.17%
Quarters Held
1
currently held
Position History SCHB
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2024 | 124.3K | $8M | +6.17% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Custom Portfolio Group LLC’s full portfolio or all institutional holders of SCHB.