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

Sierra Summit Advisors’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
2026
Q2 		– Sell
-8,953
Closed -$230K – 227
2026
Q1 		$230K Hold
8,953
– – 0.03% 171
2025
Q4 		$241K Hold
8,953
– – 0.04% 166
2025
Q3 		$236K Hold
8,953
– – 0.04% 170
2025
Q2 		$219K Sell
8,953
-220
-2% -$4.97K 0.04% 173
2025
Q1 		$203K Sell
9,173
-5,822
-39% -$136K 0.04% 177
2024
Q4 		$348K Sell
14,995
-695
-4% -$16.2K 0.07% 134
2024
Q3 		$355K Buy
15,690
+1,155
+8% +$25.2K 0.08% 122
2024
Q2 		$311K Buy
14,535
+1,110
+8% +$22.9K 0.08% 130
2024
Q1 		$278K Hold
13,425
– – 0.08% 134
2023
Q4 		$252K Buy
+13,425
New +$236K 0.07% 162

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Sierra Summit Advisors's SCHX Position: Q2 2026 in Review

Sierra Summit Advisors sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2026, closing a stake of 8,953 shares — an estimated $230K sold.

Sierra Summit Advisors first reported a position in SCHX in Q4 2023 and held it in 10 quarters. The position peaked at $355K in Q3 2024. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Sierra Summit Advisors reported no remaining Schwab US Large- Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Sierra Summit Advisors sold 8,953 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $230K.
  • Sierra Summit Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2023 and held it in 10 quarters.
  • Sierra Summit Advisors's Schwab US Large- Cap ETF position peaked at $355K in Q3 2024.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Sierra Summit Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.