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Schwab Strategic Tr us lrg cap etf shares owned by One Capital Management

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by One Capital Management from 13F filings

Historical chart of One Capital Management investment in Schwab Strategic Tr us lrg cap etf

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us lrg cap etf held by One Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by One Capital Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.7M 48k 56.40
2023-09-30 $2.5M 49k 50.60
2023-06-30 $2.5M 49k 52.37
2023-03-31 $2.2M 45k 48.37
2022-12-31 $9.0M 200k 45.15
2022-09-30 $12M 278k 42.35
2022-06-30 $15M 338k 44.66
2022-03-31 $37M 690k 53.85
2021-12-31 $1.2M 11k 113.76
2021-09-30 $1.0M 10k 103.98
2021-06-30 $1.1M 11k 103.88
2021-03-31 $1.1M 12k 95.97
2020-12-31 $1.3M 14k 90.95
2020-09-30 $354k 4.4k 80.53
2020-06-30 $329k 4.4k 74.08
2020-03-31 $272k 4.4k 61.23
2019-12-31 $374k 4.9k 76.75
2019-09-30 $367k 5.2k 70.95
2019-06-30 $363k 5.2k 70.17
2019-03-31 $354k 5.2k 67.65
2018-12-31 $313k 5.3k 59.62
2018-09-30 $365k 5.3k 69.52
2018-06-30 $341k 5.3k 64.95
2018-03-31 $331k 5.3k 63.05
2017-12-31 $337k 5.3k 63.80
2017-09-30 $320k 5.3k 59.96
2017-06-30 $380k 6.6k 57.71
2017-03-31 $467k 8.3k 56.27
2016-12-31 $459k 8.6k 53.28
2016-09-30 $453k 8.8k 51.62
2016-06-30 $725k 15k 49.79
2016-03-31 $566k 12k 48.88
2015-12-31 $555k 11k 48.56
2015-09-30 $537k 12k 45.70
2015-06-30 $673k 14k 49.34
2015-03-31 $654k 13k 49.54
2014-12-31 $504k 10k 49.07
2014-09-30 $571k 12k 47.01
2014-06-30 $540k 12k 46.85
2014-03-31 $494k 11k 44.75

More positions owned by One Capital Management

Ishares 5-10y I/g Corp Bd Ishs 5-10yr Invt (IGIB)
Ishares Natl Muni Bnd Etf National Mun Etf (MUB)
Wisdom Intl Qlty Div Gwth Intl Qulty Div (IQDG)
Wisdomtree Us Qlty Div Gw Us Qtly Div Grt (DGRW)
Ishares 1-5y I/g Corp Bnd Ishs 1-5yr Invs (IGSB)
Invesco Qqq Trust Unit Ser 1 (QQQ)
FundX ETF Fundx Etf (XCOR)
First Trust Senr Loan Etf Senior Ln Fd (FTSL)
First Tr Tactical H/y Etf First Tr Ta Hiyl (HYLS)
FundX Flexible ETF Flexible Etf (XFLX)
Schwab Str Us L/c Gwt Etf Us Lcap Gr Etf (SCHG)
Ishares Russ M/cap Vl Ind Rus Mdcp Val Etf (IWS)
Vanguard Growth Etf Growth Etf (VUG)
Vanguard Mega Cap Gr Mega Grwth Ind (MGK)
Ishares Russ 200 Grow Etf Rus Tp200 Gr Etf (IWY)

View all positions for One Capital Management

Top funds holding Schwab Strategic Tr us lrg cap etf

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Mercer Global Advisors
Campbell Wealth Management
HighTower Advisors
Henderson Group
Mariner Wealth Advisors
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View all funds holding Schwab Strategic Tr us lrg cap etf