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Disclosery

CX Institutional: SCHW position timeline

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

CX Institutional held 66,032 SCHW 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 66,032 shares
    Change vs previous 13F -65,608 shares

    0.17% of the 13F portfolio, value $6,454,000.

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

  2. period ended2026-06-30
    13F 131,640 shares
    Change vs previous 13F +79,621 shares

    0.35% of the 13F portfolio, value $12,146,000.

    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 52,019 shares
    Change vs previous 13F -102,838 shares

    0.15% of the 13F portfolio, value $4,889,000.

    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 154,857 shares
    Change vs previous 13F +7,493 shares

    0.46% of the 13F portfolio, value $15,472,000.

    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 147,364 shares
    Change vs previous 13F +17,798 shares

    0.43% of the 13F portfolio, value $14,069,000.

    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 129,566 shares
    Change vs previous 13F -51,347 shares

    0.41% of the 13F portfolio, value $11,822,000.

    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 180,913 shares
    Change vs previous 13F +171,615 shares

    0.53% of the 13F portfolio, value $14,162,000.

    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 9,298 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $688,177.

    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).