One Capital Management, LLC Schwab Strategic Tr Us Large C Transaction History
One Capital Management, LLC
- $2.94 Billion
- Q3 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 72,746 shares of SCHV stock, worth $1.97 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
72,746
Previous 75,677
3.87%
Holding current value
$1.97 Million
Previous $5.61 Million
4.28%
% of portfolio
0.2%
Previous 0.2%
Shares
29 transactions
Others Institutions Holding SCHV
# of Institutions
847Shares Held
173MCall Options Held
0Put Options Held
0-
Mather Group, Llc. Chicago, IL32MShares$866 Million10.86% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$528 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$329 Million1.3% of portfolio
-
Envestnet Asset Management Inc4.85MShares$132 Million0.13% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$115 Million0.81% of portfolio