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CX Institutional’s Schwab US Broad Market ETF SCHB Stock Holding History

CX Institutional’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.53M Buy
87,379
+3,678
+4% +$103K 0.07% 222
2026
Q1 		$2.1M Sell
83,701
-44,443
-35% -$1.17M 0.06% 245
2025
Q4 		$3.36M Buy
128,144
+33,457
+35% +$871K 0.1% 163
2025
Q3 		$2.43M Buy
94,687
+4,892
+5% +$121K 0.07% 187
2025
Q2 		$2.14M Sell
89,795
-90,742
-50% -$2M 0.07% 188
2025
Q1 		$3.89M Buy
180,537
+136,189
+307% +$3.1M 0.15% 137
2024
Q4 		$1.01M Buy
44,348
+476
+1% +$10.9K 0.04% 258
2024
Q3 		$973K Buy
43,872
+1,080
+3% +$23.1K 0.04% 294
2024
Q2 		$897K Buy
42,792
+1,500
+4% +$30.4K 0.04% 296
2024
Q1 		$840K Sell
41,292
-74,847
-64% -$1.45M 0.04% 301
2023
Q4 		$2.16M Buy
116,139
+79,398
+216% +$1.37M 0.12% 191
2023
Q3 		$611K Sell
36,741
-162,378
-82% -$2.81M 0.03% 307
2023
Q2 		$3.43M Sell
199,119
-77,796
-28% -$1.27M 0.18% 167
2023
Q1 		$4.43M Sell
276,915
-63,519
-19% -$993K 0.24% 127
2022
Q4 		$5.08M Buy
340,434
+126,810
+59% +$1.91M 0.31% 80
2022
Q3 		$2.99M Sell
213,624
-15,462
-7% -$241K 0.21% 121
2022
Q2 		$3.37M Buy
229,086
+49,737
+28% +$798K 0.25% 96
2022
Q1 		$3.19M Buy
179,349
+18,669
+12% +$328K 0.26% 107
2021
Q4 		$3.03M Sell
160,680
-5,976
-4% -$110K 0.24% 127
2021
Q3 		$2.88M Buy
166,656
+5,544
+3% +$98.6K 0.24% 110
2021
Q2 		$2.8M Buy
161,112
+18,978
+13% +$321K 0.23% 108
2021
Q1 		$2.29M Buy
142,134
+20,484
+17% +$323K 0.2% 122
2020
Q4 		$1.84M Sell
121,650
-41,718
-26% -$594K 0.18% 161
2020
Q3 		$2.17M Buy
163,368
+47,286
+41% +$622K 0.23% 125
2020
Q2 		$1.42M Buy
116,082
+7,680
+7% +$88.5K 0.19% 133
2020
Q1 		$1.09M Buy
108,402
+39,054
+56% +$473K 0.18% 129
2019
Q4 		$889K Sell
69,348
-1,188
-2% -$14.6K 0.16% 118
2019
Q3 		$835K Sell
70,536
-1,434
-2% -$16.9K 0.14% 140
2019
Q2 		$846K Buy
71,970
+12,696
+21% +$147K 0.13% 136
2019
Q1 		$672K Sell
59,274
-33,378
-36% -$364K 0.12% 151
2018
Q4 		$925K Buy
92,652
+48,354
+109% +$523K 0.2% 92
2018
Q3 		$520K Buy
44,298
+8,922
+25% +$103K 0.17% 101
2018
Q2 		$389K Buy
+35,376
New +$387K 0.14% 102

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

CX Institutional's SCHB Position: Q2 2026 in Review

CX Institutional increased its Schwab US Broad Market ETF (SCHB) stake by 4.4% in Q2 2026, buying an estimated $103K and bringing the position to 87,379 shares worth $2.53M. The position accounts for 0.07% of the portfolio, ranked #222.

CX Institutional first reported a position in SCHB in Q2 2018 and has held it in 33 quarters since. The position peaked at $5.08M in Q4 2022. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • CX Institutional held 87,379 shares of Schwab US Broad Market ETF worth $2.53M as of Q2 2026.
  • CX Institutional bought 3,678 Schwab US Broad Market ETF shares in Q2 2026, an estimated $103K.
  • Schwab US Broad Market ETF made up 0.07% of CX Institutional's portfolio in Q2 2026, its #222 holding.
  • CX Institutional first reported a position in Schwab US Broad Market ETF in Q2 2018 and has held it in 33 quarters since.
  • CX Institutional's Schwab US Broad Market ETF position peaked at $5.08M in Q4 2022.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.