CX Institutional
SCHC icon

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
Q3 		$48K Hold
958
– – ﹤0.01% 1022
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

McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
White & Co Financial Planning
White & Co Financial Planning Sunnyside, Washington $151M AUM 8.16% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Courage Miller Partners
Courage Miller Partners Norfolk, Virginia $379M AUM 9.79% 1-Year Est. Return

CX Institutional's SCHC Position: Q3 2026 in Review

CX Institutional held its Schwab International Small-Cap Equity ETF (SCHC) position steady in Q3 2026 at 958 shares worth $48K. The position accounts for ﹤0.01% of the portfolio, ranked #1022.

CX Institutional first reported a position in SCHC in Q4 2018 and has held it in 3 quarters since. 156 funds tracked by Wall St. Rank hold SCHC as of Q3 2026.

  • CX Institutional held 958 shares of Schwab International Small-Cap Equity ETF worth $48K as of Q3 2026.
  • CX Institutional left its Schwab International Small-Cap Equity ETF share count unchanged in Q3 2026.
  • Schwab International Small-Cap Equity ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1022 holding.
  • CX Institutional first reported a position in Schwab International Small-Cap Equity ETF in Q4 2018 and has held it in 3 quarters since.
  • 156 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.