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West Oak Capital’s Schwab US Large- Cap ETF SCHX Stock Holding History

West Oak Capital’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 		$47.3K Sell
179,680
-44,250
-20% -$1.12M 1.88% 13
2025
Q2 		$54.7K Sell
223,930
-1,695
-0.8% -$38.3K 2.14% 10
2025
Q1 		$49.8K Sell
225,625
-2,535
-1% -$59K 1.93% 6
2024
Q4 		$52.9M Sell
228,160
-4,628
-2% -$108K 1.87% 7
2024
Q3 		$52.6K Sell
232,788
-3,864
-2% -$84.2K 0.98% 7
2024
Q2 		$5.07M Sell
236,652
-4,011
-2% -$82.9K 2.04% 7
2024
Q1 		$4.98M Buy
240,663
+14,415
+6% +$284K 2.12% 6
2023
Q4 		$4.26M Sell
226,248
-2,979
-1% -$52.3K 1.99% 7
2023
Q3 		$3.87M Buy
229,227
+3,600
+2% +$63.2K 1.92% 7
2023
Q2 		$3.94M Buy
225,627
+17,163
+8% +$283K 1.91% 7
2023
Q1 		$3.36M Sell
208,464
-2,460
-1% -$38.7K 1.7% 8
2022
Q4 		$3.17M Buy
210,924
+7,620
+4% +$115K 1.66% 9
2022
Q3 		$2.87M Sell
203,304
-150
-0.1% -$2.35K 1.56% 8
2022
Q2 		$3.03M Buy
203,454
+2,526
+1% +$40.9K 1.59% 9
2022
Q1 		$3.61M Sell
200,928
-107,136
-35% -$1.9M 1.63% 11
2021
Q4 		$5.84M Sell
308,064
-5,460
-2% -$101K 2.15% 4
2021
Q3 		$5.44M Sell
313,524
-9,612
-3% -$171K 2.11% 4
2021
Q2 		$5.6M Sell
323,136
-11,670
-3% -$197K 2.21% 4
2021
Q1 		$5.36M Sell
334,806
-4,050
-1% -$63.5K 2.29% 3
2020
Q4 		$5.14M Sell
338,856
-18,810
-5% -$269K 2.39% 4
2020
Q3 		$4.81M Buy
357,666
+8,676
+2% +$115K 2.64% 3
2020
Q2 		$4.31M Sell
348,990
-8,790
-2% -$102K 2.45% 3
2020
Q1 		$3.65M Buy
357,780
+200,868
+128% +$2.44M 2.5% 3
2019
Q4 		$2.01M Buy
156,912
+930
+0.6% +$11.4K 1.13% 35
2019
Q3 		$1.84M Buy
155,982
+44,544
+40% +$525K 1.09% 39
2019
Q2 		$1.3M Buy
111,438
+11,724
+12% +$135K 0.78% 55
2019
Q1 		$1.12M Sell
99,714
-8,370
-8% -$90.7K 0.7% 57
2018
Q4 		$1.08M Buy
108,084
+33,666
+45% +$361K 0.76% 53
2018
Q3 		$863K Sell
74,418
-6,354
-8% -$72.2K 0.5% 63
2018
Q2 		$875K Buy
80,772
+2,784
+4% +$30K 0.53% 65
2018
Q1 		$820K Buy
+77,988
New +$848K 0.49% 64
2017
Q4 		– Sell
-84,624
Closed -$847K – 331
2017
Q3 		$847K Sell
84,624
-4,158
-5% -$40.8K 0.5% 66
2017
Q2 		$855K Buy
88,782
+5,028
+6% +$48K 0.52% 63
2017
Q1 		$785K Sell
83,754
-2,964
-3% -$27.4K 0.48% 65
2016
Q4 		$770K Buy
86,718
+3,738
+5% +$32.5K 0.52% 64
2016
Q3 		$714K Buy
82,980
+21,534
+35% +$185K 0.49% 66
2016
Q2 		$510K Buy
61,446
+2,796
+5% +$23K 0.37% 76
2016
Q1 		$477K Sell
58,650
-12
-0% -$93 0.37% 77
2015
Q4 		$475K Buy
58,662
+30,012
+105% +$245K 0.37% 77
2015
Q3 		$219K Buy
28,650
+21,150
+282% +$171K 0.18% 99
2015
Q2 		$61.6K Buy
7,500
+2,700
+56% +$22.7K 0.05% 141
2015
Q1 		$39.7K Hold
4,800
– – 0.03% 164
2014
Q4 		$39.2K Hold
4,800
– – 0.03% 160
2014
Q3 		$37.6K Buy
+4,800
New +$37.8K 0.03% 152

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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 $70.8B AUM 21.68% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

West Oak Capital's SCHX Position: Q3 2025 in Review

West Oak Capital reduced its Schwab US Large- Cap ETF (SCHX) stake by 20% in Q3 2025, selling an estimated $1.12M and leaving 179,680 shares worth $47.3K. The position accounts for 1.88% of the portfolio, ranked #13.

West Oak Capital first reported a position in SCHX in Q3 2014 and has held it in 44 quarters since. The position peaked at $52.9M in Q4 2024. 1,440 funds tracked by Wall St. Rank hold SCHX as of Q3 2025.

  • West Oak Capital held 179,680 shares of Schwab US Large- Cap ETF worth $47.3K as of Q3 2025.
  • West Oak Capital sold 44,250 Schwab US Large- Cap ETF shares in Q3 2025, an estimated $1.12M.
  • Schwab US Large- Cap ETF made up 1.88% of West Oak Capital's portfolio in Q3 2025, its #13 holding.
  • West Oak Capital first reported a position in Schwab US Large- Cap ETF in Q3 2014 and has held it in 44 quarters since.
  • West Oak Capital's Schwab US Large- Cap ETF position peaked at $52.9M in Q4 2024.
  • 1,440 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.