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 40,097 shares of SCHX stock, worth $1.04 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares
40,097
Previous 40,096 -0.0%
Holding current value
$1.04 Million
Previous $885 Million 10.69%
% of portfolio
0.46%
Previous 0.47%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
BUY
$19.6 - $24.44 $19 - $24
1 Added 0.0%
40,097 $980 Million
Q4 2024

Jan 07, 2025
BUY
$22.4 - $68.28 $898,150 - $2.74 Million
40,096 New
40,096 $929 Million

Others Institutions Holding SCHX

# of Institutions
1,567
Shares Held
1.13B
Call Options Held
68.6K
Put Options Held
200
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track One Wealth Capital Management, LLC Portfolio

Follow One Wealth Capital Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of One Wealth Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on One Wealth Capital Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email