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CX Institutional’s Schwab International Equity ETF SCHF Stock Holding History

CX Institutional’s Portfolio SCHF Stock Details SCHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$317K Buy
11,538
+101
+0.9% +$2.81K 0.01% 613
2026
Q2 		$317K Sell
11,437
-383,263
-97% -$10.3M 0.01% 605
2026
Q1 		$9.77M Sell
394,700
-564
-0.1% -$14.3K 0.3% 73
2025
Q4 		$9.5M Buy
395,264
+10,980
+3% +$261K 0.28% 84
2025
Q3 		$8.95M Buy
384,284
+84
+0% +$1.9K 0.27% 84
2025
Q2 		$8.49M Buy
384,200
+101
+0% +$2.1K 0.3% 69
2025
Q1 		$7.6M Sell
384,099
-1,609
-0.4% -$31.6K 0.29% 83
2024
Q4 		$7.14M Buy
385,708
+1,556
+0.4% +$30.4K 0.28% 84
2024
Q3 		$7.9M Hold
384,152
– – 0.35% 76
2024
Q2 		$7.38M Buy
384,152
+402
+0.1% +$7.78K 0.35% 73
2024
Q1 		$7.49M Hold
383,750
– – 0.36% 69
2023
Q4 		$7.09M Buy
383,750
+116,634
+44% +$2.02M 0.38% 75
2023
Q3 		$4.54M Buy
267,116
+46,308
+21% +$818K 0.25% 106
2023
Q2 		$3.94M Buy
220,808
+17,772
+9% +$316K 0.2% 147
2023
Q1 		$3.57M Hold
203,036
– – 0.19% 168
2022
Q4 		$3.27M Buy
+203,036
New +$3.17M 0.2% 147

Other funds holding SCHF

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
PA
Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return

CX Institutional's SCHF Position: Q3 2026 in Review

CX Institutional increased its Schwab International Equity ETF (SCHF) stake by 0.88% in Q3 2026, buying an estimated $2.81K and bringing the position to 11,538 shares worth $317K. The position accounts for 0.01% of the portfolio, ranked #613.

CX Institutional first reported a position in SCHF in Q4 2022 and has held it in 16 quarters since. The position peaked at $9.77M in Q1 2026. 89 funds tracked by Wall St. Rank hold SCHF as of Q3 2026.

  • CX Institutional held 11,538 shares of Schwab International Equity ETF worth $317K as of Q3 2026.
  • CX Institutional bought 101 Schwab International Equity ETF shares in Q3 2026, an estimated $2.81K.
  • Schwab International Equity ETF made up 0.01% of CX Institutional's portfolio in Q3 2026, its #613 holding.
  • CX Institutional first reported a position in Schwab International Equity ETF in Q4 2022 and has held it in 16 quarters since.
  • CX Institutional's Schwab International Equity ETF position peaked at $9.77M in Q1 2026.
  • 89 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2026.

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