Custom Index Systems, LLC Schwab Strategic Tr Us Large C Transaction History
Custom Index Systems, LLC
- $185 Billion
- Q3 2024
A detailed history of Custom Index Systems, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Custom Index Systems, LLC holds 31,936 shares of SCHV stock, worth $848,539. This represents 1.39% of its overall portfolio holdings.
Number of Shares
31,936
Previous 42,582
25.0%
Holding current value
$848,539
Previous $3.15 Billion
18.63%
% of portfolio
1.39%
Previous 1.81%
Shares
4 transactions
Others Institutions Holding SCHV
# of Institutions
835Shares Held
112MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$517 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$322 Million1.3% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$286 Million11.15% of portfolio
-
Envestnet Asset Management Inc4.85MShares$129 Million0.13% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$113 Million0.81% of portfolio