Ownership history in CX Institutional · 3 quarters on record
This page tracks every 13F SEC filing in which CX Institutional reported a position in Schwab Strategic Trust (SCHY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 807 | +7 | +0.9% | 0.00% | $23K | $27.64 |
| 2025 Q2 | UNCHANGED | 800 | — | 0% | 0.00% | $22K | $26.82 |
| 2025 Q1 | INITIATED | 800 | — | — | 0.00% | $20K | $24.57 |
As of 2025 Q4 — sorted by position size