Custom Index Systems, LLC Schwab Strategic Tr Us Large C Transaction History

Custom Index Systems, LLC

$337 Billion
Q3 2025

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 198,042 shares of SCHV stock, worth $5.74 Million. This represents 1.71% of its overall portfolio holdings.

Number of Shares

198,042

Previous 105,573 87.59%

Holding current value

$5.74 Million

Previous $2.92 Billion 97.35%

% of portfolio

1.71%

Previous 1.39%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	BUY	$27.61 - $29.15 $2.55 Million - $2.7 Million	92,469 Added 87.59%	198,042 $5.77 Billion
Q2 2025 Aug 13, 2025	BUY	$23.55 - $27.67 $192,898 - $226,644	8,191 Added 8.41%	105,573 $2.92 Billion
Q1 2025 May 14, 2025	SELL	$25.77 - $27.6 $40,278 - $43,138	-1,563 Reduced 1.58%	97,382 $2.59 Billion
Q4 2024 Jan 23, 2025	BUY	$25.79 - $80.4 $1.73 Million - $5.39 Million	67,009 Added 209.82%	98,945 $2.58 Billion
Q3 2024 Oct 24, 2024	SELL	$73.43 - $80.37 $781,735 - $855,619	-10,646 Reduced 25.0%	31,936 $2.57 Billion
Q2 2024 Aug 06, 2024	BUY	$71.74 - $75.86 $304,751 - $322,253	4,248 Added 11.08%	42,582 $3.15 Billion
Q1 2024 May 14, 2024	BUY	$68.82 - $75.98 $16,447 - $18,159	239 Added 0.63%	38,334 $2.91 Billion
Q4 2023 Jan 26, 2024	BUY	$61.16 - $70.24 $2.33 Million - $2.68 Million	38,095 New	38,095 $2.67 Billion

Others Institutions Holding SCHV

# of Institutions

974

Shares Held

358M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

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Custom Index Systems, LLC Schwab Strategic Tr Us Large C Transaction History