Cx Institutional’s Schwab Strategic Tr Position
Does Cx Institutional own Schwab Strategic Tr (SCHV)? Yes — 792.8K shares worth $28M (+0.80% of its 13F portfolio) as of Q2 2026, down from 1.06M shares the prior filed quarter.
Position Value
$28M
Q2 2026
Shares
792.8K
% of Portfolio
+0.80%
Quarters Held
23
currently held
Position History SCHV
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2026 | 792.8K | $28M | +0.80% |
| Q1 2026 | 1.06M | $32M | +0.98% |
| Q4 2025 | 1.85M | $55M | +1.63% |
| Q3 2025 | 1.89M | $55M | +1.67% |
| Q2 2025 | 2.11M | $58M | +2.03% |
| Q1 2025 | 1.91M | $51M | +1.92% |
| Q4 2024 | 1.84M | $48M | +1.91% |
| Q3 2024 | 434.4K | $35M | +1.55% |
| Q2 2024 | 611.7K | $45M | +2.13% |
| Q1 2024 | 539.4K | $41M | +1.98% |
| Q4 2023 | 374.7K | $26M | +1.40% |
| Q3 2023 | 368.9K | $24M | +1.31% |
| Q2 2023 | 292.8K | $20M | +1.02% |
| Q1 2023 | 463.9K | $31M | +1.63% |
| Q4 2022 | 380.2K | $25M | +1.52% |
| Q3 2022 | 146.1K | $9M | +0.59% |
| Q2 2022 | 249.5K | $16M | +1.18% |
| Q1 2022 | 335.9K | $24M | +1.92% |
| Q4 2021 | 244.3K | $18M | +1.42% |
| Q3 2021 | 236.6K | $16M | +1.30% |
| Q2 2021 | 221.2K | $15M | +1.24% |
| Q1 2021 | 219.2K | $14M | +1.28% |
| Q4 2020 | 14.2K | $843,000 | +0.08% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Cx Institutional’s full portfolio or all institutional holders of SCHV.