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Disclosery

CX Institutional: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CX Institutional on SCHD, newest first. How the timeline and the estimate are built.

CX Institutional held 27,069 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 27,069 shares
    Change vs previous 13F +14,134 shares

    0.02% of the 13F portfolio, value $881,000.

    13F-HR 0001737089-26-000006 filed by CX Institutional
    Accepted , ingested

  2. period ended2026-06-30
    13F 12,935 shares
    Change vs previous 13F +7,147 shares

    0.01% of the 13F portfolio, value $410,000.

    13F-HR 0001737089-26-000004 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 5,788 shares
    Change vs previous 13F -3,420 shares

    0.01% of the 13F portfolio, value $178,000.

    13F-HR 0001737089-26-000003 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 9,208 shares
    Change vs previous 13F +1,135 shares

    0.01% of the 13F portfolio, value $253,000.

    13F-HR 0001737089-26-000001 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 8,073 shares
    Change vs previous 13F +5,693 shares

    0.01% of the 13F portfolio, value $220,000.

    13F-HR 0001737089-25-000011 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F/A 2,380 shares
    Change vs previous 13F -10,763 shares

    <0.01% of the 13F portfolio, value $63,000.

    13F-HR/A 0001737089-25-000007 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 13,143 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $367,000.

    13F-HR 0001737089-25-000005 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).