One Wealth Management Investment & Advisory Services, LLC Schwab Strategic Tr Us Large C Transaction History

One Wealth Management Investment & Advisory Services, LLC

  • $77.6 Billion
  • Q2 2025

A detailed history of One Wealth Management Investment & Advisory Services, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, One Wealth Management Investment & Advisory Services, LLC holds 24,817 shares of SCHG stock, worth $750,466. This represents 0.93% of its overall portfolio holdings.

Number of Shares
24,817
Previous 24,631 0.76%
Holding current value
$750,466
Previous $617 Million 17.53%
% of portfolio
0.93%
Previous 1.02%

Shares

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

Jul 22, 2025
BUY
$22.27 - $29.21 $4,142 - $5,433
186 Added 0.76%
24,817 $725 Million
Q1 2025

May 08, 2025
BUY
$24.91 - $29.02 $613,558 - $714,791
24,631 New
24,631 $617 Million
Q1 2024

May 14, 2024
SELL
$80.6 - $93.32 $19,585 - $22,676
-243 Reduced 9.9%
2,212 $205 Million
Q4 2023

Jan 25, 2024
BUY
$70.08 - $83.37 $172,046 - $204,673
2,455 New
2,455 $204 Million

Others Institutions Holding SCHG

# of Institutions
1,562
Shares Held
760M
Call Options Held
327K
Put Options Held
193K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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