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

CX Institutional’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.61M	Buy	86,906 +2,162	+3%	+$64.8K	0.07%	224
2026 Q2	$2.49M	Buy	84,744 +19,756	+30%	+$564K	0.07%	223
2026 Q1	$1.67M	Buy	64,988 +270	+0.4%	+$7.24K	0.05%	276
2025 Q4	$1.74M	Buy	64,718 +1,309	+2%	+$35K	0.05%	221
2025 Q3	$1.67M	Buy	63,409 +1,373	+2%	+$34.9K	0.05%	231
2025 Q2	$1.52M	Buy	62,036 +61,808	+27,109%	+$1.4M	0.05%	216
2025 Q1	$5K	Buy	+228	New	+$5.31K	﹤0.01%	1075
2023 Q3	–	Sell	-43,473	Closed	-$759K	–	539
2023 Q2	$759K	Buy	+43,473	New	+$718K	0.04%	306
2022 Q3	–	Sell	-300	Closed	-$4K	–	1016
2022 Q2	$4K	Buy	+300	New	+$4.86K	﹤0.01%	1054
2019 Q1	–	Sell	-66,924	Closed	-$666K	–	816
2018 Q4	$666K	Buy	+66,924	New	+$718K	0.14%	113

Other funds holding SCHX

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

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

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

FIG

FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

SIM

Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return

SAM

Standpoint Asset Management Scottsdale, Arizona $514M AUM 14.59% 1-Year Est. Return

CX Institutional's SCHX Position: Q3 2026 in Review

CX Institutional increased its Schwab US Large- Cap ETF (SCHX) stake by 2.6% in Q3 2026, buying an estimated $64.8K and bringing the position to 86,906 shares worth $2.61M. The position accounts for 0.07% of the portfolio, ranked #224.

CX Institutional first reported a position in SCHX in Q4 2018 and has held it in 10 quarters since. 426 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

CX Institutional held 86,906 shares of Schwab US Large- Cap ETF worth $2.61M as of Q3 2026.
CX Institutional bought 2,162 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $64.8K.
Schwab US Large- Cap ETF made up 0.07% of CX Institutional's portfolio in Q3 2026, its #224 holding.
CX Institutional first reported a position in Schwab US Large- Cap ETF in Q4 2018 and has held it in 10 quarters since.
426 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

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