CX Institutional’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

CX Institutional’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-218	Closed	-$5K	–	1241
2025 Q1	$5K	Buy	+218	New	+$5.56K	﹤0.01%	1074
2023 Q2	–	Sell	-49,388	Closed	-$1.04M	–	535
2023 Q1	$1.04M	Buy	+49,388	New	+$1.06M	0.06%	271
2021 Q4	–	Sell	-24	Closed	-$1K	–	805
2021 Q3	$1K	Buy	+24	New	+$609	﹤0.01%	951
2020 Q3	–	Sell	-68	Closed	-$1K	–	908
2020 Q2	$1K	Hold	68	–	–	﹤0.01%	832
2020 Q1	$1K	Hold	68	–	–	﹤0.01%	752
2019 Q4	$1K	Hold	68	–	–	﹤0.01%	723
2019 Q3	$1K	Hold	68	–	–	﹤0.01%	781
2019 Q2	$1K	Hold	68	–	–	﹤0.01%	898
2019 Q1	$1K	Buy	+68	New	+$1.16K	﹤0.01%	768

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

CX Institutional's SCHA Position: Q2 2025 in Review

CX Institutional sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2025, closing a stake of 218 shares — an estimated $5K sold.

CX Institutional first reported a position in SCHA in Q1 2019 and held it in 9 quarters. The position peaked at $1.04M in Q1 2023. 1,137 funds tracked by Wall St. Rank hold SCHA as of Q2 2025.

CX Institutional reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2025 after selling out during the quarter.
CX Institutional sold 218 Schwab U.S Small- Cap ETF shares in Q2 2025, an estimated $5K.
CX Institutional first reported a position in Schwab U.S Small- Cap ETF in Q1 2019 and held it in 9 quarters.
CX Institutional's Schwab U.S Small- Cap ETF position peaked at $1.04M in Q1 2023.
1,137 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2025.

Based on CX Institutional's 13F filing for Q2 2025, filed 11 Jul 2025.