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Schwab Strategic Tr cmn shares owned by Custom Index Systems

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Custom Index Systems from 13F filings

Historical chart of Custom Index Systems investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn held by Custom Index Systems consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr cmn by Custom Index Systems

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.6M 32k 80.37
2024-06-30 $3.2M 43k 74.08
2024-03-31 $2.9M 38k 75.98
2023-12-31 $2.7M 38k 70.10

More positions owned by Custom Index Systems

Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Federated Hermes Etf Trust Hermes Total Ret (FTRB)
Ishares Tr Rus 1000 Val Etf (IWD)
Microsoft Corporation (MSFT)
Ishares Tr Rus 2000 Grw Etf (IWO)
Wisdomtree Tr Emer Mkt High Fd (DEM)
Amazon (AMZN)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Custom Index Systems

Top funds holding Schwab Strategic Tr cmn

Financial Engines Advisors L.L.C
Sei Investments
Mather Group
Envestnet Asset Management
Advisor Group Holdings
Honkamp Krueger Financial Services
Moneta Group Investment Advisors
Mariner Wealth Advisors
Wealth Enhancement Advisory Services
Gemmer Asset Management
Dodds Wealth
Savant Capital Management
LPL Financial
Mokosak Advisory Group
Rainey & Randall Investment Management

View all funds holding Schwab Strategic Tr cmn