CIS
SCHV

Custom Index Systems’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Custom Index Systems’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.33M Sell
76,283
-1,066
-1% -$33.2K 1.01% 20
2025
Q4 		$2.29M Sell
77,349
-120,693
-61% -$3.53M 1.01% 17
2025
Q3 		$5.77M Buy
198,042
+92,469
+88% +$2.63M 1.71% 10
2025
Q2 		$2.92M Buy
105,573
+8,191
+8% +$215K 1.39% 12
2025
Q1 		$2.59M Sell
97,382
-1,563
-2% -$42K 1.31% 11
2024
Q4 		$2.58M Buy
98,945
+3,137
+3% +$84.7K 1.38% 10
2024
Q3 		$2.57M Sell
95,808
-31,938
-25% -$820K 1.39% 11
2024
Q2 		$3.15M Buy
127,746
+12,744
+11% +$315K 1.81% 7
2024
Q1 		$2.91M Buy
115,002
+717
+0.6% +$17.2K 1.66% 8
2023
Q4 		$2.67M Buy
+114,285
New +$2.5M 1.65% 8

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Custom Index Systems's SCHV Position: Q1 2026 in Review

Custom Index Systems reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 1.4% in Q1 2026, selling an estimated $33.2K and leaving 76,283 shares worth $2.33M. The position accounts for 1.01% of the portfolio, ranked #20.

Custom Index Systems first reported a position in SCHV in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.77M in Q3 2025. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Custom Index Systems held 76,283 shares of Schwab US Large-Cap Value ETF worth $2.33M as of Q1 2026.
  • Custom Index Systems sold 1,066 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $33.2K.
  • Schwab US Large-Cap Value ETF made up 1.01% of Custom Index Systems's portfolio in Q1 2026, its #20 holding.
  • Custom Index Systems first reported a position in Schwab US Large-Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
  • Custom Index Systems's Schwab US Large-Cap Value ETF position peaked at $5.77M in Q3 2025.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Custom Index Systems's 13F filing for Q1 2026, filed 29 Apr 2026.