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Disclosery

CX Institutional: SCHG position timeline

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

CX Institutional held 25,220 SCHG 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 25,220 shares
    Change vs previous 13F +13 shares

    0.02% of the 13F portfolio, value $906,000.

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

  2. period ended2026-06-30
    13F 25,207 shares
    Change vs previous 13F -218,146 shares

    0.02% of the 13F portfolio, value $853,000.

    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 243,353 shares
    Change vs previous 13F +40,083 shares

    0.22% of the 13F portfolio, value $7,089,000.

    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 203,270 shares
    Change vs previous 13F +6,785 shares

    0.2% of the 13F portfolio, value $6,631,000.

    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 196,485 shares
    Change vs previous 13F +6,868 shares

    0.19% of the 13F portfolio, value $6,270,000.

    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 189,617 shares
    Change vs previous 13F +182,876 shares

    0.19% of the 13F portfolio, value $5,539,000.

    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 6,741 shares
    Change vs previous 13F -7,090 shares

    0.01% of the 13F portfolio, value $169,000.

    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).

  8. period ended2024-12-31
    13F 13,831 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $385,476.

    13F-HR 0001737089-25-000001 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).