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Sonora Investment Management Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Sonora Investment Management Group’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 		$1.48M Buy
56,321
+2,822
+5% +$71.7K 0.11% 112
2025
Q2 		$1.31M Buy
53,499
+347
+0.7% +$7.84K 0.1% 117
2025
Q1 		$1.17M Sell
53,152
-4,625
-8% -$108K 0.09% 118
2024
Q4 		$1.34M Sell
57,777
-81
-0.1% -$1.89K 0.1% 122
2024
Q3 		$1.31M Buy
57,858
+12,999
+29% +$283K 0.1% 124
2024
Q2 		$928K Hold
44,859
– – 0.07% 141
2024
Q1 		$928K Buy
44,859
+2,115
+5% +$41.6K 0.07% 141
2023
Q4 		$804K Sell
42,744
-3,543
-8% -$62.2K 0.07% 141
2023
Q3 		$781K Buy
46,287
+5,730
+14% +$101K 0.07% 145
2023
Q2 		$708K Buy
40,557
+5,181
+15% +$85.5K 0.06% 145
2023
Q1 		$570K Buy
35,376
+2,397
+7% +$37.7K 0.05% 152
2022
Q4 		$496K Buy
32,979
+13,854
+72% +$210K 0.05% 159
2022
Q3 		$285K Hold
19,125
– – 0.04% 159
2022
Q2 		$285K Buy
+19,125
New +$310K 0.03% 192
2022
Q1 		– Sell
-11,052
Closed -$210K – 231
2021
Q4 		$210K Buy
+11,052
New +$204K 0.02% 196

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
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

Sonora Investment Management Group's SCHX Position: Q3 2025 in Review

Sonora Investment Management Group increased its Schwab US Large- Cap ETF (SCHX) stake by 5.3% in Q3 2025, buying an estimated $71.7K and bringing the position to 56,321 shares worth $1.48M. The position accounts for 0.11% of the portfolio, ranked #112.

Sonora Investment Management Group first reported a position in SCHX in Q4 2021 and has held it in 15 quarters since. 1,442 funds tracked by Wall St. Rank hold SCHX as of Q3 2025.

  • Sonora Investment Management Group held 56,321 shares of Schwab US Large- Cap ETF worth $1.48M as of Q3 2025.
  • Sonora Investment Management Group bought 2,822 Schwab US Large- Cap ETF shares in Q3 2025, an estimated $71.7K.
  • Schwab US Large- Cap ETF made up 0.11% of Sonora Investment Management Group's portfolio in Q3 2025, its #112 holding.
  • Sonora Investment Management Group first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 15 quarters since.
  • 1,442 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.