SCHV — Schwab ETFs/USA

Ownership history in CX Institutional  ·  21 quarters on record

This page tracks every 13F SEC filing in which CX Institutional reported a position in Schwab ETFs/USA (SCHV). 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.

Peak position
2.13% (2024 Q2)
Avg. % of fund
1.46%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 1,848,372 -40,370 -2.1% 1.63% $54.7M $29.61
2025 Q3 REDUCED 1,888,742 -216,845 -10.3% 1.67% $55.0M $28.95
2025 Q2 ADDED 2,105,587 +196,308 +10.3% 2.02% $58.3M $27.38
2025 Q1 ADDED 1,909,279 +66,136 +3.6% 1.92% $50.7M $26.16
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SCHV price (monthly, adj. close)

Other funds also holding SCHV

As of 2025 Q4 — sorted by position size

Mokosak Advisory Group, LLC 3Y 7Y 22.65% HRC WEALTH MANAGEMENT, LLC 18.25% Northern Capital Management, Inc. 3Y 17.38% DRAVO BAY LLC 3Y 15.81% RAINEY & RANDALL WEALTH ADVISORS INC. 3Y 7Y 14.39% MATHER GROUP, LLC. 3Y 7Y 10.71% Peak Wealth Management LLC 10.59% Veery Capital, LLC 3Y 10.32% BALLAST ADVISORS LLC 3Y 9.27% GenWealth Group, Inc. 3Y 7Y 8.56%
← Back to CX Institutional Holdings