CX Institutional’s Schwab US Mid-Cap ETF SCHM Stock Holding History

CX Institutional’s Portfolio SCHM Stock Details SCHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.81M	Sell	170,694 -2,019	-1%	-$71.5K	0.16%	149
2026 Q2	$6.37M	Buy	172,713 +17,249	+11%	+$594K	0.18%	134
2026 Q1	$4.81M	Buy	155,464 +82,391	+113%	+$2.62M	0.15%	166
2025 Q4	$2.2M	Buy	73,073 +1,303	+2%	+$38.8K	0.07%	195
2025 Q3	$2.13M	Sell	71,770 -49,826	-41%	-$1.45M	0.06%	206
2025 Q2	$3.41M	Buy	121,596 +118,606	+3,967%	+$3.13M	0.12%	159
2025 Q1	$78K	Buy	+2,990	New	+$83.3K	﹤0.01%	779
2023 Q4	–	Sell	-40,551	Closed	-$915K	–	567
2023 Q3	$915K	Buy	+40,551	New	+$961K	0.05%	264
2023 Q2	–	Sell	-136,347	Closed	-$3.08M	–	536
2023 Q1	$3.08M	Buy	+136,347	New	+$3.14M	0.16%	182

Other funds holding SCHM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Financial Planning Navigators Maple Grove, Minnesota $274M AUM 13.83% 1-Year Est. Return

Essex LLC Deer Park, Illinois $660M AUM 26.07% 1-Year Est. Return

CX Institutional's SCHM Position: Q3 2026 in Review

CX Institutional reduced its Schwab US Mid-Cap ETF (SCHM) stake by 1.2% in Q3 2026, selling an estimated $71.5K and leaving 170,694 shares worth $5.81M. The position accounts for 0.16% of the portfolio, ranked #149.

CX Institutional first reported a position in SCHM in Q1 2023 and has held it in 9 quarters since. The position peaked at $6.37M in Q2 2026. 290 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

CX Institutional held 170,694 shares of Schwab US Mid-Cap ETF worth $5.81M as of Q3 2026.
CX Institutional sold 2,019 Schwab US Mid-Cap ETF shares in Q3 2026, an estimated $71.5K.
Schwab US Mid-Cap ETF made up 0.16% of CX Institutional's portfolio in Q3 2026, its #149 holding.
CX Institutional first reported a position in Schwab US Mid-Cap ETF in Q1 2023 and has held it in 9 quarters since.
CX Institutional's Schwab US Mid-Cap ETF position peaked at $6.37M in Q2 2026.
290 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

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