CX Institutional
SCHV icon

CX Institutional’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

CX Institutional’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$29M Buy
869,829
+77,013
+10% +$2.65M 0.78% 29
2026
Q2 		$27.6M Sell
792,816
-262,270
-25% -$8.64M 0.8% 30
2026
Q1 		$32.2M Sell
1,055,086
-793,286
-43% -$24.7M 0.98% 21
2025
Q4 		$54.7M Sell
1,848,372
-40,370
-2% -$1.18M 1.63% 16
2025
Q3 		$55M Sell
1,888,742
-216,845
-10% -$6.16M 1.67% 17
2025
Q2 		$58.3M Buy
2,105,587
+196,308
+10% +$5.16M 2.03% 8
2025
Q1 		$50.7M Buy
1,909,279
+66,136
+4% +$1.78M 1.92% 10
2024
Q4 		$48.1M Buy
1,843,143
+539,832
+41% +$14.6M 1.91% 9
2024
Q3 		$34.9M Sell
1,303,311
-531,672
-29% -$13.7M 1.55% 9
2024
Q2 		$45.3M Buy
1,834,983
+216,678
+13% +$5.35M 2.13% 3
2024
Q1 		$41M Buy
1,618,305
+494,229
+44% +$11.8M 1.98% 4
2023
Q4 		$26.3M Buy
1,124,076
+17,484
+2% +$382K 1.4% 13
2023
Q3 		$23.8M Buy
1,106,592
+228,093
+26% +$5.12M 1.31% 14
2023
Q2 		$19.6M Sell
878,499
-513,255
-37% -$11.2M 1.02% 19
2023
Q1 		$30.6M Buy
1,391,754
+251,274
+22% +$5.58M 1.63% 4
2022
Q4 		$25.1M Buy
1,140,480
+702,126
+160% +$15.2M 1.52% 9
2022
Q3 		$8.55M Sell
438,354
-310,197
-41% -$6.68M 0.59% 40
2022
Q2 		$15.6M Sell
748,551
-259,149
-26% -$5.82M 1.18% 13
2022
Q1 		$24M Buy
1,007,700
+274,884
+38% +$6.51M 1.92% 5
2021
Q4 		$17.9M Buy
732,816
+23,049
+3% +$546K 1.42% 13
2021
Q3 		$16M Buy
709,767
+46,125
+7% +$1.07M 1.3% 12
2021
Q2 		$15.1M Buy
663,642
+5,916
+0.9% +$134K 1.24% 13
2021
Q1 		$14.3M Buy
657,726
+615,240
+1,448% +$12.8M 1.28% 13
2020
Q4 		$843K Buy
+42,486
New +$794K 0.08% 205

Other funds holding SCHV

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Cooper Financial Group
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
GenWealth Group
GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return
HWM
HRC Wealth Management Moscow, Idaho $251M AUM 14.83% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return
SMBT
Southern Michigan Bank & Trust Coldwater, Michigan $280M AUM
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

CX Institutional's SCHV Position: Q3 2026 in Review

CX Institutional increased its Schwab US Large-Cap Value ETF (SCHV) stake by 9.7% in Q3 2026, buying an estimated $2.65M and bringing the position to 869,829 shares worth $29M. The position accounts for 0.78% of the portfolio, ranked #29.

CX Institutional first reported a position in SCHV in Q4 2020 and has held it in 24 quarters since. The position peaked at $58.3M in Q2 2025. 212 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

  • CX Institutional held 869,829 shares of Schwab US Large-Cap Value ETF worth $29M as of Q3 2026.
  • CX Institutional bought 77,013 Schwab US Large-Cap Value ETF shares in Q3 2026, an estimated $2.65M.
  • Schwab US Large-Cap Value ETF made up 0.78% of CX Institutional's portfolio in Q3 2026, its #29 holding.
  • CX Institutional first reported a position in Schwab US Large-Cap Value ETF in Q4 2020 and has held it in 24 quarters since.
  • CX Institutional's Schwab US Large-Cap Value ETF position peaked at $58.3M in Q2 2025.
  • 212 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

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