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Schwab Strategic Tr shares owned by CX Institutional

Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by CX Institutional from 13F filings

Historical chart of CX Institutional investment in Schwab Strategic Tr

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All positions including Schwab Strategic Tr held by CX Institutional consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by CX Institutional

Quarter filed Position value Share count Share price at filing
2025-09-30 $23k 807 28.50
2025-06-30 $22k 800 27.50
2025-03-31 $20k 800 25.00