Sierra Ocean’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Sierra Ocean’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$7.31M	Buy	+224,603	New	+$7.57M	4.51%	9

Other funds holding SCHD

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Sierra Ocean's SCHD Position: Q3 2026 in Review

Sierra Ocean opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q3 2026: 224,603 shares worth $7.31M. The stake represents 4.51% of the portfolio and ranks #9 among its holdings.

1,233 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

Sierra Ocean held 224,603 shares of Schwab US Dividend Equity ETF worth $7.31M as of Q3 2026.
Schwab US Dividend Equity ETF was a new Sierra Ocean position in Q3 2026.
Schwab US Dividend Equity ETF made up 4.51% of Sierra Ocean's portfolio in Q3 2026, its #9 holding.
1,233 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Sierra Ocean's 13F filing for Q3 2026, filed 3 Nov 2026.