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 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

FIG

FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

CX Institutional's SCHX Position: Q2 2026 in Review

CX Institutional increased its Schwab US Large- Cap ETF (SCHX) stake by 30% in Q2 2026, buying an estimated $564K and bringing the position to 84,744 shares worth $2.49M. The position accounts for 0.07% of the portfolio, ranked #223.

CX Institutional first reported a position in SCHX in Q4 2018 and has held it in 9 quarters since. 369 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

CX Institutional held 84,744 shares of Schwab US Large- Cap ETF worth $2.49M as of Q2 2026.
CX Institutional bought 19,756 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $564K.
Schwab US Large- Cap ETF made up 0.07% of CX Institutional's portfolio in Q2 2026, its #223 holding.
CX Institutional first reported a position in Schwab US Large- Cap ETF in Q4 2018 and has held it in 9 quarters since.
369 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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