One Capital Management, LLC Schwab Strategic Tr Us Large C Transaction History
One Capital Management, LLC
- $2.78 Billion
- Q1 2025
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 700,495 shares of SCHG stock, worth $20.8 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
700,495
Previous 2,116,636
66.91%
Holding current value
$20.8 Million
Previous $59 Million
70.27%
% of portfolio
0.63%
Previous 2.08%
Shares
31 transactions
Others Institutions Holding SCHG
# of Institutions
1,537Shares Held
757MCall Options Held
327KPut Options Held
193K-
Envestnet Asset Management Inc48.3MShares$1.43 Billion0.4% of portfolio
-
Mather Group, Llc. Chicago, IL42.3MShares$1.26 Billion13.29% of portfolio
-
Sei Investments CO Oaks, PA41.2MShares$1.22 Billion1.38% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.13 Billion2.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC24.6MShares$731 Million0.25% of portfolio