CX Institutional
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CX Institutional’s Schwab US REIT ETF SCHH Stock Holding History

CX Institutional’s Portfolio SCHH Stock Details SCHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$11K Sell
521
-1
-0.2% -$24 ﹤0.01% 1339
2026
Q2 		$12K Sell
522
-44
-8% -$1.03K ﹤0.01% 1271
2026
Q1 		$12K Sell
566
-20
-3% -$438 ﹤0.01% 1260
2025
Q4 		$12K Buy
586
+6
+1% +$127 ﹤0.01% 1172
2025
Q3 		$13K Buy
580
+2
+0.3% +$43 ﹤0.01% 1167
2025
Q2 		$12K Sell
578
-3
-0.5% -$63 ﹤0.01% 1023
2025
Q1 		$12K Buy
+581
New +$12.4K ﹤0.01% 1000
2023
Q1 		– Sell
-183,951
Closed -$3.55M – 572
2022
Q4 		$3.55M Buy
183,951
+56,717
+45% +$1.09M 0.22% 135
2022
Q3 		$2.38M Buy
127,234
+17,375
+16% +$376K 0.17% 153
2022
Q2 		$2.32M Sell
109,859
-21,385
-16% -$492K 0.17% 147
2022
Q1 		$3.27M Buy
131,244
+18,690
+17% +$451K 0.26% 105
2021
Q4 		$2.96M Buy
112,554
+67,400
+149% +$1.66M 0.24% 130
2021
Q3 		$1.03M Buy
45,154
+37,672
+504% +$898K 0.08% 209
2021
Q2 		$171K Buy
7,482
+138
+2% +$3.07K 0.01% 359
2021
Q1 		$151K Sell
7,344
-10,360
-59% -$203K 0.01% 334
2020
Q4 		$336K Sell
17,704
-1,640
-8% -$30.3K 0.03% 260
2020
Q3 		$342K Buy
19,344
+2,358
+14% +$42.4K 0.04% 227
2020
Q2 		$299K Buy
16,986
+1,884
+12% +$32.7K 0.04% 223
2020
Q1 		$247K Buy
15,102
+1,486
+11% +$31.7K 0.04% 216
2019
Q4 		$313K Sell
13,616
-80
-0.6% -$1.86K 0.05% 174
2019
Q3 		$323K Buy
13,696
+448
+3% +$10.3K 0.05% 191
2019
Q2 		$294K Buy
13,248
+6,226
+89% +$139K 0.05% 194
2019
Q1 		$156K Buy
7,022
+5,076
+261% +$108K 0.03% 231
2018
Q4 		$37K Sell
1,946
-2,118
-52% -$43.2K 0.01% 283
2018
Q3 		$85K Buy
4,064
+2,662
+190% +$56.3K 0.03% 156
2018
Q2 		$29K Buy
+1,402
New +$27.7K 0.01% 185

Other funds holding SCHH

Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Pioneer Wealth Management Group
Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return
Zynergy Retirement Planning
Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Courage Miller Partners
Courage Miller Partners Norfolk, Virginia $379M AUM 9.79% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealth Management Resources
Wealth Management Resources Smithfield, Rhode Island $324M AUM 8.9% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
White & Co Financial Planning
White & Co Financial Planning Sunnyside, Washington $151M AUM 8.16% 1-Year Est. Return
Stanich Group
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return

CX Institutional's SCHH Position: Q3 2026 in Review

CX Institutional reduced its Schwab US REIT ETF (SCHH) stake by 0.19% in Q3 2026, selling an estimated $24 and leaving 521 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #1339.

CX Institutional first reported a position in SCHH in Q2 2018 and has held it in 26 quarters since. The position peaked at $3.55M in Q4 2022. 165 funds tracked by Wall St. Rank hold SCHH as of Q3 2026.

  • CX Institutional held 521 shares of Schwab US REIT ETF worth $11K as of Q3 2026.
  • CX Institutional sold 1 Schwab US REIT ETF share in Q3 2026, an estimated $24.
  • Schwab US REIT ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1339 holding.
  • CX Institutional first reported a position in Schwab US REIT ETF in Q2 2018 and has held it in 26 quarters since.
  • CX Institutional's Schwab US REIT ETF position peaked at $3.55M in Q4 2022.
  • 165 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2026.

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