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Sierra Ocean’s Schwab US Large- Cap ETF SCHX Stock Holding History

Sierra Ocean’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,633
Closed -$64.4K – 782
2025
Q2 		$64.4K Hold
2,633
– – 0.05% 155
2025
Q1 		$58.1K Hold
2,633
– – 0.05% 154
2024
Q4 		$61K Buy
+2,633
New +$61.4K 0.05% 144

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Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Sierra Ocean's SCHX Position: Q3 2025 in Review

Sierra Ocean sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2025, closing a stake of 2,633 shares — an estimated $64.4K sold.

Sierra Ocean first reported a position in SCHX in Q4 2024 and held it in 3 quarters. The position peaked at $64.4K in Q2 2025. 1,443 funds tracked by Wall St. Rank hold SCHX as of Q3 2025.

  • Sierra Ocean reported no remaining Schwab US Large- Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Sierra Ocean sold 2,633 Schwab US Large- Cap ETF shares in Q3 2025, an estimated $64.4K.
  • Sierra Ocean first reported a position in Schwab US Large- Cap ETF in Q4 2024 and held it in 3 quarters.
  • Sierra Ocean's Schwab US Large- Cap ETF position peaked at $64.4K in Q2 2025.
  • 1,443 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.