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 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

TWM

Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

HWM

HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CX Institutional's SCHG Position: Q2 2026 in Review

CX Institutional reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 90% in Q2 2026, selling an estimated $7.23M and leaving 25,207 shares worth $853K. The position accounts for 0.02% of the portfolio, ranked #355.

CX Institutional first reported a position in SCHG in Q4 2020 and has held it in 22 quarters since. The position peaked at $7.27M in Q1 2023. 390 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

CX Institutional held 25,207 shares of Schwab US Large-Cap Growth ETF worth $853K as of Q2 2026.
CX Institutional sold 218,146 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $7.23M.
Schwab US Large-Cap Growth ETF made up 0.02% of CX Institutional's portfolio in Q2 2026, its #355 holding.
CX Institutional first reported a position in Schwab US Large-Cap Growth ETF in Q4 2020 and has held it in 22 quarters since.
CX Institutional's Schwab US Large-Cap Growth ETF position peaked at $7.27M in Q1 2023.
390 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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