CX Institutional’s Schwab US Dividend Equity ETF SCHD Stock Holding History

CX Institutional’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$410K	Buy	12,935 +7,147	+123%	+$227K	0.01%	523
2026 Q1	$178K	Sell	5,788 -3,420	-37%	-$104K	0.01%	749
2025 Q4	$253K	Buy	9,208 +1,135	+14%	+$30.9K	0.01%	632
2025 Q3	$220K	Buy	8,073 +5,693	+239%	+$155K	0.01%	667
2025 Q2	$63K	Sell	2,380 -10,763	-82%	-$281K	﹤0.01%	826
2025 Q1	$367K	Buy	+13,143	New	+$366K	0.01%	436
2023 Q1	–	Sell	-78,882	Closed	-$1.99M	–	571
2022 Q4	$1.99M	Sell	78,882 -96	-0.1%	-$2.37K	0.12%	195
2022 Q3	$1.75M	Buy	78,978 +58,671	+289%	+$1.43M	0.12%	209
2022 Q2	$485K	Buy	+20,307	New	+$517K	0.04%	343

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

CX Institutional's SCHD Position: Q2 2026 in Review

CX Institutional increased its Schwab US Dividend Equity ETF (SCHD) stake by 123% in Q2 2026, buying an estimated $227K and bringing the position to 12,935 shares worth $410K. The position accounts for 0.01% of the portfolio, ranked #523.

CX Institutional first reported a position in SCHD in Q2 2022 and has held it in 9 quarters since. The position peaked at $1.99M in Q4 2022. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

CX Institutional held 12,935 shares of Schwab US Dividend Equity ETF worth $410K as of Q2 2026.
CX Institutional bought 7,147 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $227K.
Schwab US Dividend Equity ETF made up 0.01% of CX Institutional's portfolio in Q2 2026, its #523 holding.
CX Institutional first reported a position in Schwab US Dividend Equity ETF in Q2 2022 and has held it in 9 quarters since.
CX Institutional's Schwab US Dividend Equity ETF position peaked at $1.99M in Q4 2022.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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