One Capital Management, LLC Schwab Strategic Tr Us Large C Transaction History
One Capital Management, LLC
- $2.83 Billion
- Q4 2024
A detailed history of One Capital Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, One Capital Management, LLC holds 221,627 shares of SCHV stock, worth $6.05 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
221,627
Previous 72,746
204.66%
Holding current value
$6.05 Million
Previous $5.85 Million
1.18%
% of portfolio
0.2%
Previous 0.2%
Shares
30 transactions
Others Institutions Holding SCHV
# of Institutions
875Shares Held
314MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA55.4MShares$1.51 Billion3.05% of portfolio
-
Sei Investments CO Oaks, PA38.9MShares$1.06 Billion1.35% of portfolio
-
Mather Group, Llc. Chicago, IL32MShares$873 Million10.86% of portfolio
-
Envestnet Asset Management Inc15.9MShares$435 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ10.1MShares$276 Million0.66% of portfolio