Skip to main content
Livermore
Livermore
ZHEN

CX Institutional

SEC CIK
0001737089
Latest filing
Jul 1, 2026

SCHW holding history

Schwab Charles Corp in every 13F filed by CX Institutional, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SCHW overviewAll 13F holders of SCHWFull Q2 2026 holdings

Shares (Q2 2026)
131,640
Value
$12.1M
% of portfolio
0.4%
Quarters held
21
Since Q1 2021
Holdings of SCHW by CX Institutional, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026131,640$12.1M0.4%+79,621+153.1%AddedHolders
Q1 202652,019$4.89M0.1%−102,838−66.4%ReducedHolders
Q4 2025154,857$15.5M0.5%+7,493+5.1%AddedHolders
Q3 2025147,364$14.1M0.4%+17,798+13.7%AddedHolders
Q2 2025129,566$11.8M0.4%−51,347−28.4%ReducedHolders
Q1 2025180,913$14.2M0.5%+171,615+1,845.7%AddedHolders
Q4 20249,298$688.2K<0.1%+198+2.2%AddedHolders
Q3 20249,100$589.8K<0.1%−72−0.8%ReducedHolders
Q2 20249,172$675.9K<0.1%+33+0.4%AddedHolders
Q1 20249,139$661.1K<0.1%−264−2.8%ReducedHolders
Q4 20239,403$647.0K<0.1%−550−5.5%ReducedHolders
Q3 20239,953$546.4K<0.1%+866+9.5%AddedHolders
Q2 20239,087$515.0K<0.1%+9,087NewHolders
Q1 20230$00.0%−55,191−100.0%Sold outHolders
Q4 202255,191$4.60M0.3%+3,518+6.8%AddedHolders
Q3 202251,673$3.71M0.3%+48,286+1,425.6%AddedHolders
Q2 20223,387$214.0K<0.1%−797−19.0%ReducedHolders
Q1 20224,184$353.0K<0.1%+495+13.4%AddedHolders
Q4 20213,689$310.0K<0.1%+452+14.0%AddedHolders
Q3 20213,237$236.0K<0.1%+224+7.4%AddedHolders
Q2 20213,013$219.0K<0.1%+715+31.1%AddedHolders
Q1 20212,298$150.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.