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CX Institutional’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

CX Institutional’s Portfolio SCHC Stock Details SCHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$46K Buy
+958
New +$47.5K ﹤0.01% 998
2019
Q1 		– Sell
-37
Closed -$1K – 815
2018
Q4 		$1K Buy
+37
New +$1.18K ﹤0.01% 512

Other funds holding SCHC

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
WCFP
White & Co Financial Planning Sunnyside, Washington $161M AUM 18.51% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

CX Institutional's SCHC Position: Q2 2026 in Review

CX Institutional opened a new position in Schwab International Small-Cap Equity ETF (SCHC) in Q2 2026: 958 shares worth $46K. The stake represents ﹤0.01% of the portfolio and ranks #998 among its holdings. This is a return to the name: CX Institutional previously reported a position in SCHC as recently as Q4 2018.

CX Institutional first reported a position in SCHC in Q4 2018 and has held it in 2 quarters since. 130 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

  • CX Institutional held 958 shares of Schwab International Small-Cap Equity ETF worth $46K as of Q2 2026.
  • Schwab International Small-Cap Equity ETF was a new CX Institutional position in Q2 2026.
  • Schwab International Small-Cap Equity ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #998 holding.
  • CX Institutional first reported a position in Schwab International Small-Cap Equity ETF in Q4 2018 and has held it in 2 quarters since.
  • 130 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

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