CX Institutional

Position in SCHW — Schwab Charles Corp

CIK 1737089 AUBURN, IN

Position in SCHW

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$12,146,422

+$7,257,677 QoQ

Shares Held

131,640

+153.1% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.74%

of 13F equity value

Holder Rank

#48

of 504 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CX Institutional holds $39,632,272 across 18 Capital Markets names. SCHW ranks #1 (30.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp This page	131,640	$12,146,422
2	GS	Goldman Sachs Group Inc	11,361	$11,490,174
3	IBKR	Interactive Brokers Group, Inc.	56,042	$4,877,895
4	EVR	Evercore Inc.	11,612	$3,964,801
5	LAZ	Lazard, Inc.	83,677	$3,509,413
6	MS	Morgan Stanley	7,892	$1,649,743
7	HOOD	Robinhood Markets, Inc.	6,319	$633,669
8	RIOT	Riot Platforms, Inc.	13,276	$363,496

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,146,422	131,640	+153.1%	Shares	Sole	2026-07-02
2026-03-31	$4,888,745	52,019	-66.4%	Shares	Sole	2026-04-06
2025-12-31	$15,471,762	154,857	+5.1%	Shares	Sole	2026-02-02
2025-09-30	$14,068,841	147,364	+13.7%	Shares	Sole	2025-10-23
2025-06-30	$11,821,601	129,566	-28.4%	Shares	Sole	2025-07-16
2025-03-31	$14,161,869	180,913	+1845.7%	Shares	Sole	2025-04-15
2024-12-31	$688,144	9,298	+2.2%	Shares	Sole	2025-01-21
2024-09-30	$589,771	9,100	-0.8%	Shares	Sole	2024-10-11
2024-06-30	$675,884	9,172	+0.4%	Shares	Sole	2024-07-11
2024-03-31	$661,115	9,139	-2.8%	Shares	Sole	2024-04-15
2023-12-31	$646,926	9,403	-5.5%	Shares	Sole	2024-01-12
2023-09-30	$546,419	9,953	+9.5%	Shares	Sole	2023-10-18
2023-06-30	$515,051	9,087	-83.5%	Shares	Sole	2023-07-26
2022-12-31	$4,595,202	55,191	+6.8%	Shares	Sole	2023-02-03
2022-09-30	$3,713,738	51,673	+1425.6%	Shares	Sole	2022-11-04
2022-06-30	$213,990	3,387	-19.0%	Shares	Sole	2022-08-02
2022-03-31	$352,753	4,184	+13.4%	Shares	Sole	2022-05-09
2021-12-31	$310,244	3,689	+14.0%	Shares	Sole	2022-01-18
2021-09-30	$235,783	3,237	+7.4%	Shares	Sole	2021-11-10
2021-06-30	$219,376	3,013	+31.1%	Shares	Sole	2021-08-04
2021-03-31	$149,783	2,298	+34.8%	Shares	Sole	2021-04-15
2020-12-31	$90,433	1,705	+19.7%	Shares	Sole	2021-01-12
2020-09-30	$51,591	1,424	+16.5%	Shares	Sole	2020-10-13
2020-06-30	$41,230	1,222	+64.0%	Shares	Sole	2020-08-06
2020-03-31	$25,046	745	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.