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Sierra Ocean’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Sierra Ocean’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,378
Closed -$55.3K – 783
2025
Q2 		$55.3K Hold
2,378
– – 0.04% 176
2025
Q1 		$55.1K Hold
2,378
– – 0.04% 162
2024
Q4 		$54K Buy
+2,378
New +$54.9K 0.04% 159

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APP
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Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sierra Ocean's SCHZ Position: Q3 2025 in Review

Sierra Ocean sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2025, closing a stake of 2,378 shares — an estimated $55.3K sold.

Sierra Ocean first reported a position in SCHZ in Q4 2024 and held it in 3 quarters. The position peaked at $55.3K in Q2 2025. 629 funds tracked by Wall St. Rank hold SCHZ as of Q3 2025.

  • Sierra Ocean reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Sierra Ocean sold 2,378 Schwab US Aggregate Bond ETF shares in Q3 2025, an estimated $55.3K.
  • Sierra Ocean first reported a position in Schwab US Aggregate Bond ETF in Q4 2024 and held it in 3 quarters.
  • Sierra Ocean's Schwab US Aggregate Bond ETF position peaked at $55.3K in Q2 2025.
  • 629 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2025.

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