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 Q3	$881K	Buy	27,069 +14,134	+109%	+$476K	0.02%	358
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

Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

CX Institutional's SCHD Position: Q3 2026 in Review

CX Institutional increased its Schwab US Dividend Equity ETF (SCHD) stake by 109% in Q3 2026, buying an estimated $476K and bringing the position to 27,069 shares worth $881K. The position accounts for 0.02% of the portfolio, ranked #358.

CX Institutional first reported a position in SCHD in Q2 2022 and has held it in 10 quarters since. The position peaked at $1.99M in Q4 2022. 796 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

CX Institutional held 27,069 shares of Schwab US Dividend Equity ETF worth $881K as of Q3 2026.
CX Institutional bought 14,134 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $476K.
Schwab US Dividend Equity ETF made up 0.02% of CX Institutional's portfolio in Q3 2026, its #358 holding.
CX Institutional first reported a position in Schwab US Dividend Equity ETF in Q2 2022 and has held it in 10 quarters since.
CX Institutional's Schwab US Dividend Equity ETF position peaked at $1.99M in Q4 2022.
796 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

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