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 133,649 shares of SCHX stock, worth $3.19 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
133,649
Previous 46,236
189.06%
Holding current value
$3.19 Million
Previous $3.14 Million
1.28%
% of portfolio
0.11%
Previous 0.11%
Shares
26 transactions
Others Institutions Holding SCHX
# of Institutions
1,411Shares Held
764MCall Options Held
34.3KPut Options Held
1.2K-
Us Bancorp \De\206MShares$4.92 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS27.9MShares$666 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$611 Million18.81% of portfolio
-
Sage Financial Group Inc24.9MShares$593 Million46.39% of portfolio
-
Campbell Wealth Management15.8MShares$376 Million32.92% of portfolio