One Wealth Management Investment & Advisory Services, LLC Schwab Strategic Tr Us Broad M Transaction History

One Wealth Management Investment & Advisory Services, LLC

  • $77.6 Billion
  • Q2 2025

A detailed history of One Wealth Management Investment & Advisory Services, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, One Wealth Management Investment & Advisory Services, LLC holds 33,589 shares of SCHB stock, worth $846,442. This represents 1.03% of its overall portfolio holdings.

Number of Shares
33,589
Previous 26,116 28.61%
Holding current value
$846,442
Previous $562 Million 42.35%
% of portfolio
1.03%
Previous 0.93%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
BUY
$19.1 - $23.83 $142,734 - $178,081
7,473 Added 28.61%
33,589 $800 Million
Q1 2025

May 08, 2025
BUY
$21.23 - $23.75 $554,442 - $620,255
26,116 New
26,116 $562 Million

Others Institutions Holding SCHB

# of Institutions
1,350
Shares Held
569M
Call Options Held
500K
Put Options Held
12.1K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
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