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

One Wealth Management Investment & Advisory Services, LLC

$57 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

1,316

Shares Held

185M

Call Options Held

140K

Put Options Held

91.5K

Financial Engines Advisors L.L.C. Santa Clara, CA

11.3M
Shares

$312 Million
2.41% of portfolio
Envestnet Asset Management Inc

10.9M
Shares

$303 Million
0.38% of portfolio
Mather Group, Llc. Chicago, IL

9.76M
Shares

$271 Million
13.14% of portfolio
Sei Investments CO Oaks, PA

9.56M
Shares

$265 Million
1.33% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

4.86M
Shares

$135 Million
5.48% of portfolio

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