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Disclosery

CX Institutional: SCHV position timeline

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

CX Institutional held 869,829 SCHV 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 869,829 shares
    Change vs previous 13F +77,013 shares

    0.78% of the 13F portfolio, value $28,974,000.

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

  2. period ended2026-06-30
    13F 792,816 shares
    Change vs previous 13F -262,270 shares

    0.8% of the 13F portfolio, value $27,598,000.

    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 1,055,086 shares
    Change vs previous 13F -793,286 shares

    0.98% of the 13F portfolio, value $32,180,000.

    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 1,848,372 shares
    Change vs previous 13F -40,370 shares

    1.63% of the 13F portfolio, value $54,730,000.

    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 1,888,742 shares
    Change vs previous 13F -216,845 shares

    1.67% of the 13F portfolio, value $54,981,000.

    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 2,105,587 shares
    Change vs previous 13F +196,308 shares

    2.03% of the 13F portfolio, value $58,262,000.

    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 1,909,279 shares
    Change vs previous 13F +66,136 shares

    1.92% of the 13F portfolio, value $50,749,000.

    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 1,843,143 shares
    Change vs previous 13F not available

    1.91% of the 13F portfolio, value $48,050,757.

    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).