Cx Institutional’s Schwab Charles Corp Position
Does Cx Institutional own Schwab Charles Corp (SCHW)? Yes — 131.6K shares worth $12M (+0.35% of its 13F portfolio) as of Q2 2026, up from 52.0K shares the prior filed quarter.
Position Value
$12M
Q2 2026
Shares
131.6K
% of Portfolio
+0.35%
Quarters Held
29
currently held
Position History SCHW
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2026 | 131.6K | $12M | +0.35% |
| Q1 2026 | 52.0K | $5M | +0.15% |
| Q4 2025 | 154.9K | $15M | +0.46% |
| Q3 2025 | 147.4K | $14M | +0.43% |
| Q2 2025 | 129.6K | $12M | +0.41% |
| Q1 2025 | 180.9K | $14M | +0.53% |
| Q4 2024 | 9.3K | $688,177 | +0.03% |
| Q3 2024 | 9.1K | $589,790 | +0.03% |
| Q2 2024 | 9.2K | $675,877 | +0.03% |
| Q1 2024 | 9.1K | $661,096 | +0.03% |
| Q4 2023 | 9.4K | $646,952 | +0.03% |
| Q3 2023 | 10.0K | $546,426 | +0.03% |
| Q2 2023 | 9.1K | $515,048 | +0.03% |
| Q4 2022 | 55.2K | $5M | +0.28% |
| Q3 2022 | 51.7K | $4M | +0.26% |
| Q2 2022 | 3.4K | $214,000 | +0.02% |
| Q1 2022 | 4.2K | $353,000 | +0.03% |
| Q4 2021 | 3.7K | $310,000 | +0.02% |
| Q3 2021 | 3.2K | $236,000 | +0.02% |
| Q2 2021 | 3.0K | $219,000 | +0.02% |
| Q1 2021 | 2.3K | $150,000 | +0.01% |
| Q4 2020 | 1.7K | $90,000 | +0.01% |
| Q3 2020 | 1.4K | $52,000 | +0.01% |
| Q2 2020 | 1.2K | $41,000 | +0.01% |
| Q1 2020 | 745 | $25,000 | 0.00% |
| Q4 2019 | 355 | $17,000 | 0.00% |
| Q3 2019 | 320 | $13,000 | 0.00% |
| Q2 2019 | 138 | $6,000 | 0.00% |
| Q1 2019 | 492 | $21,000 | 0.00% |
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 SCHW.