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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
2025-09-30 $5.8M 198k 29.11
2025-06-30 $2.9M 106k 27.67
2025-03-31 $2.6M 97k 26.58
2024-12-31 $2.6M 99k 26.07
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