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	BUY	$55.41 - $62.08 $1,385 - $1,552	25 Added 0.19%	13,365 $829 Million
Q4 2023 Jan 25, 2024	BUY	$48.47 - $56.6 $646,589 - $755,044	13,340 New	13,340 $752 Million

Others Institutions Holding SCHX

# of Institutions

1,353

Shares Held

349M

Call Options Held

34.3K

Put Options Held

1.2K

Creative Planning Overland Park, KS

27.9M
Shares

$653 Million
1.88% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

25.6M
Shares

$599 Million
18.81% of portfolio
Us Bancorp \De\

20.6M
Shares

$482 Million
1.81% of portfolio
Mercer Global Advisors Inc Denver, CO

13.9M
Shares

$326 Million
2.07% of portfolio
Sei Investments CO Oaks, PA

12.4M
Shares

$289 Million
1.12% of portfolio

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