CX Institutional’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

CX Institutional’s Portfolio SCHE Stock Details SCHE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$8K	Hold	222	–	–	﹤0.01%	1390
2026 Q2	$8K	Sell	222 -178,801	-100%	-$6.38M	﹤0.01%	1332
2026 Q1	$5.9M	Hold	179,023	–	–	0.18%	138
2025 Q4	$5.86M	Buy	179,023 +4,933	+3%	+$164K	0.17%	138
2025 Q3	$5.81M	Hold	174,090	–	–	0.18%	139
2025 Q2	$5.25M	Hold	174,090	–	–	0.18%	134
2025 Q1	$4.8M	Hold	174,090	–	–	0.18%	125
2024 Q4	$4.64M	Sell	174,090 -65	-0%	-$1.84K	0.18%	133
2024 Q3	$5.08M	Sell	174,155 -273	-0.2%	-$7.39K	0.23%	122
2024 Q2	$4.63M	Hold	174,428	–	–	0.22%	112
2024 Q1	$4.4M	Sell	174,428 -142,671	-45%	-$3.51M	0.21%	119
2023 Q4	$7.86M	Buy	317,099 +147,079	+87%	+$3.54M	0.42%	70
2023 Q3	$4.07M	Hold	170,020	–	–	0.22%	113
2023 Q2	$4.19M	Buy	170,020 +72	+0%	+$1.76K	0.22%	139
2023 Q1	$4.19M	Hold	169,948	–	–	0.22%	143
2022 Q4	$4.02M	Buy	+169,948	New	+$3.96M	0.24%	108

Other funds holding SCHE

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

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

93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

Towercrest Capital Management Newtown, Pennsylvania $700M AUM 8.37% 1-Year Est. Return

CX Institutional's SCHE Position: Q3 2026 in Review

CX Institutional held its Schwab Emerging Markets Equity ETF (SCHE) position steady in Q3 2026 at 222 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1390.

CX Institutional first reported a position in SCHE in Q4 2022 and has held it in 16 quarters since. The position peaked at $7.86M in Q4 2023. 293 funds tracked by Wall St. Rank hold SCHE as of Q3 2026.

CX Institutional held 222 shares of Schwab Emerging Markets Equity ETF worth $8K as of Q3 2026.
CX Institutional left its Schwab Emerging Markets Equity ETF share count unchanged in Q3 2026.
Schwab Emerging Markets Equity ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1390 holding.
CX Institutional first reported a position in Schwab Emerging Markets Equity ETF in Q4 2022 and has held it in 16 quarters since.
CX Institutional's Schwab Emerging Markets Equity ETF position peaked at $7.86M in Q4 2023.
293 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2026.

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