Schwab U S Broad Market ETF shares owned by CX Institutional
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by CX Institutional
from 13F filings
Historical chart of CX Institutional investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by CX Institutional
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 95k | 25.71 |
| 2025-06-30 | $2.1M | 90k | 23.83 |
| 2025-03-31 | $3.9M | 181k | 21.53 |
| 2024-12-31 | $1.0M | 44k | 22.70 |
| 2024-09-30 | $973k | 15k | 66.52 |
| 2024-06-30 | $897k | 14k | 62.87 |
| 2024-03-31 | $840k | 14k | 61.05 |
| 2023-12-31 | $2.2M | 39k | 55.67 |
| 2023-09-30 | $611k | 12k | 49.85 |
| 2023-06-30 | $3.4M | 66k | 51.70 |
| 2023-03-31 | $4.4M | 92k | 47.98 |
| 2022-12-31 | $5.1M | 114k | 44.81 |
| 2022-09-30 | $3.0M | 71k | 41.99 |
| 2022-06-30 | $3.4M | 76k | 44.18 |
| 2022-03-31 | $3.2M | 60k | 53.39 |
| 2021-12-31 | $3.0M | 27k | 112.99 |
| 2021-09-30 | $2.9M | 28k | 103.87 |
| 2021-06-30 | $2.8M | 27k | 104.28 |
| 2021-03-31 | $2.3M | 24k | 96.71 |
| 2020-12-31 | $1.8M | 20k | 90.95 |
| 2020-09-30 | $2.2M | 27k | 79.62 |
| 2020-06-30 | $1.4M | 19k | 73.45 |
| 2020-03-31 | $1.1M | 18k | 60.44 |
| 2019-12-31 | $889k | 12k | 76.92 |
| 2019-09-30 | $835k | 12k | 71.03 |
| 2019-06-30 | $846k | 12k | 70.53 |
| 2019-03-31 | $672k | 9.9k | 68.02 |
| 2018-12-31 | $925k | 15k | 59.90 |
| 2018-09-30 | $520k | 7.4k | 70.43 |
| 2018-06-30 | $389k | 5.9k | 65.98 |