CI
SCHV

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
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
HWM
HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $202M AUM 22.64% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

CX Institutional's SCHV Position: Q2 2026 in Review

CX Institutional reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 25% in Q2 2026, selling an estimated $8.64M and leaving 792,816 shares worth $27.6M. The position accounts for 0.8% of the portfolio, ranked #30.

CX Institutional first reported a position in SCHV in Q4 2020 and has held it in 23 quarters since. The position peaked at $58.3M in Q2 2025. 189 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • CX Institutional held 792,816 shares of Schwab US Large-Cap Value ETF worth $27.6M as of Q2 2026.
  • CX Institutional sold 262,270 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $8.64M.
  • Schwab US Large-Cap Value ETF made up 0.8% of CX Institutional's portfolio in Q2 2026, its #30 holding.
  • CX Institutional first reported a position in Schwab US Large-Cap Value ETF in Q4 2020 and has held it in 23 quarters since.
  • CX Institutional's Schwab US Large-Cap Value ETF position peaked at $58.3M in Q2 2025.
  • 189 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

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