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

Custom Index Systems, LLC

$186 Billion
Q4 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 98,945 shares of SCHV stock, worth $2.72 Million. This represents 1.38% of its overall portfolio holdings.

Number of Shares

98,945

Previous 31,936 209.82%

Holding current value

$2.72 Million

Previous $2.57 Billion 0.5%

% of portfolio

1.38%

Previous 1.39%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

884

Shares Held

322M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

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