CX Institutional
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CX Institutional’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

CX Institutional’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$906K Buy
25,220
+13
+0.1% +$456 0.02% 351
2026
Q2 		$853K Sell
25,207
-218,146
-90% -$7.23M 0.02% 355
2026
Q1 		$7.09M Buy
243,353
+40,083
+20% +$1.25M 0.22% 112
2025
Q4 		$6.63M Buy
203,270
+6,785
+3% +$221K 0.2% 130
2025
Q3 		$6.27M Buy
196,485
+6,868
+4% +$209K 0.19% 127
2025
Q2 		$5.54M Buy
189,617
+182,876
+2,713% +$4.84M 0.19% 132
2025
Q1 		$169K Sell
6,741
-7,090
-51% -$194K 0.01% 647
2024
Q4 		$385K Buy
13,831
+139
+1% +$3.8K 0.02% 391
2024
Q3 		$357K Buy
13,692
+4
+0% +$101 0.02% 433
2024
Q2 		$345K Sell
13,688
-224
-2% -$5.28K 0.02% 428
2024
Q1 		$322K Sell
13,912
-55,624
-80% -$1.23M 0.02% 435
2023
Q4 		$1.44M Buy
69,536
+53,052
+322% +$1.03M 0.08% 217
2023
Q3 		$300K Sell
16,484
-162,996
-91% -$3.07M 0.02% 399
2023
Q2 		$3.36M Sell
179,480
-266,852
-60% -$4.58M 0.17% 170
2023
Q1 		$7.27M Buy
446,332
+390,008
+692% +$5.92M 0.39% 69
2022
Q4 		$782K Buy
+56,324
New +$810K 0.05% 309
2022
Q3 		– Sell
-143,192
Closed -$2.08M – 1015
2022
Q2 		$2.08M Buy
143,192
+45,756
+47% +$731K 0.16% 165
2022
Q1 		$1.82M Sell
97,436
-23,028
-19% -$420K 0.15% 167
2021
Q4 		$2.47M Sell
120,464
-4,760
-4% -$95.1K 0.2% 145
2021
Q3 		$2.32M Sell
125,224
-8,648
-6% -$165K 0.19% 128
2021
Q2 		$2.44M Sell
133,872
-287,304
-68% -$4.97M 0.2% 120
2021
Q1 		$6.83M Buy
421,176
+198,512
+89% +$3.23M 0.61% 43
2020
Q4 		$3.57M Buy
+222,664
New +$3.38M 0.34% 72

Other funds holding SCHG

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Thrive Wealth Management
Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Marquette Asset Management
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Legacy Financial Strategies
Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

CX Institutional's SCHG Position: Q3 2026 in Review

CX Institutional increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.05% in Q3 2026, buying an estimated $456 and bringing the position to 25,220 shares worth $906K. The position accounts for 0.02% of the portfolio, ranked #351.

CX Institutional first reported a position in SCHG in Q4 2020 and has held it in 23 quarters since. The position peaked at $7.27M in Q1 2023. 512 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • CX Institutional held 25,220 shares of Schwab US Large-Cap Growth ETF worth $906K as of Q3 2026.
  • CX Institutional bought 13 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $456.
  • Schwab US Large-Cap Growth ETF made up 0.02% of CX Institutional's portfolio in Q3 2026, its #351 holding.
  • CX Institutional first reported a position in Schwab US Large-Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • CX Institutional's Schwab US Large-Cap Growth ETF position peaked at $7.27M in Q1 2023.
  • 512 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

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