One Wealth Capital Management, LLC Schwab Strategic Tr Us Large C Transaction History
One Wealth Capital Management, LLC
- $213 Billion
- Q2 2025
A detailed history of One Wealth Capital Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, One Wealth Capital Management, LLC holds 7,519 shares of SCHG stock, worth $236,171. This represents 0.1% of its overall portfolio holdings.
Number of Shares
7,519Holding current value
$236,171% of portfolio
0.1%Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,603Shares Held
816MCall Options Held
606KPut Options Held
163K-
Envestnet Asset Management Inc55.2MShares$1.74 Billion0.5% of portfolio
-
Sei Investments CO Oaks, PA45.7MShares$1.44 Billion1.61% of portfolio
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Mather Group, Llc. Chicago, IL42.3MShares$1.33 Billion13.29% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.2 Billion2.23% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA32.8MShares$1.03 Billion0.17% of portfolio