CI
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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
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% -$1.83K 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

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
BWM
Boyd Wealth Management Sacramento, California $264M AUM 18.15% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

CX Institutional's SCHE Position: Q2 2026 in Review

CX Institutional reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 100% in Q2 2026, selling an estimated $6.38M and leaving 222 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1332.

CX Institutional first reported a position in SCHE in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.86M in Q4 2023. 200 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

  • CX Institutional held 222 shares of Schwab Emerging Markets Equity ETF worth $8K as of Q2 2026.
  • CX Institutional sold 178,801 Schwab Emerging Markets Equity ETF shares in Q2 2026, an estimated $6.38M.
  • Schwab Emerging Markets Equity ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1332 holding.
  • CX Institutional first reported a position in Schwab Emerging Markets Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • CX Institutional's Schwab Emerging Markets Equity ETF position peaked at $7.86M in Q4 2023.
  • 200 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

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