Sierra Ocean, LLC Schwab Strategic Tr Us Large C Transaction History

Sierra Ocean, LLC

$122 Billion
Q4 2024

A detailed history of Sierra Ocean, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Sierra Ocean, LLC holds 2,633 shares of SCHX stock, worth $62,876. This represents 0.05% of its overall portfolio holdings.

Number of Shares

2,633

Holding current value

$62,876

% of portfolio

0.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 30, 2025	BUY	$22.4 - $68.28 $58,979 - $179,781	2,633 New	2,633 $61 Million

Others Institutions Holding SCHX

# of Institutions

1,379

Shares Held

489M

Call Options Held

34.3K

Put Options Held

1.2K

Creative Planning Overland Park, KS

27.9M
Shares

$667 Million
1.88% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

25.6M
Shares

$612 Million
18.81% of portfolio
Sage Financial Group Inc

24.9M
Shares

$594 Million
46.39% of portfolio
Us Bancorp \De\

20.6M
Shares

$492 Million
1.81% of portfolio
Campbell Wealth Management

15.8M
Shares

$377 Million
32.92% of portfolio

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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