One Capital Management »

Schwab Strategic Tr us aggregate b shares owned by One Capital Management

Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by One Capital Management from 13F filings

Historical chart of One Capital Management investment in Schwab Strategic Tr us aggregate b

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us aggregate b by One Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $428k 18k 23.47
2025-06-30 $516k 22k 23.24
2025-03-31 $514k 22k 23.16
2024-12-31 $504k 22k 22.70
2024-09-30 $528k 11k 47.52
2024-06-30 $522k 11k 45.58
2024-03-31 $561k 12k 46.00
2023-12-31 $578k 12k 46.62
2023-09-30 $595k 14k 44.23
2023-06-30 $649k 14k 46.16
2023-03-31 $746k 16k 46.91
2022-12-31 $471k 10k 45.65
2022-09-30 $467k 10k 45.26
2022-06-30 $496k 10k 47.84
2022-03-31 $529k 11k 50.54
2021-12-31 $570k 11k 53.89
2021-09-30 $612k 11k 54.23
2021-06-30 $616k 11k 54.58
2021-03-31 $660k 12k 53.94
2020-12-31 $700k 13k 56.04
2020-09-30 $701k 13k 56.12
2020-06-30 $704k 13k 56.27
2020-03-31 $679k 13k 54.23
2019-12-31 $689k 13k 53.47
2019-09-30 $747k 14k 53.85
2019-06-30 $761k 14k 53.02
2019-03-31 $1.0M 19k 51.89
2018-12-31 $3.9M 76k 50.59
2018-09-30 $3.6M 73k 50.25
2018-06-30 $3.4M 68k 50.65
2018-03-31 $3.2M 63k 51.02
2017-12-31 $3.0M 57k 52.04
2017-09-30 $3.3M 64k 52.36
2015-06-30 $3.8M 73k 51.73
2015-03-31 $3.5M 66k 52.92
2014-12-31 $3.3M 63k 52.36
2014-09-30 $3.0M 58k 51.77
2014-03-31 $2.7M 52k 51.14

More positions owned by One Capital Management

iShares 5-10 Year Investment Grade Corp Bond ETF Ishs 5-10yr Invt (IGIB)
iShares National Muni Bond ETF National Mun Etf (MUB)
FundX Future Fund Opportunities Fundx Invt Tr (FFOX)
NVIDIA Corporation (NVDA)
Dimensional Intern Core EQT MKT ETF Intl Core Eqt Mk (DFAI)
ONE Global ETF The Future Fund (FFND)
iShares Broad USD High Yield Corp Bond ETF Broad Usd High (USHY)
iShares 1-5 Year Investment Grade Corporate Bond ETF Ishs 1-5yr Invs (IGSB)
Microsoft Corporation (MSFT)
WisdomTree U.S. Quality Dividend Growth ETF Us Qtly Div Grt (DGRW)
First Trust Senior Loan ETF Senior Ln Fd (FTSL)
FundX ETF Fundx Etf (XCOR)
JPMorgan US Quality Factor ETF Us Qualty Fctr (JQUA)
FundX Flexible ETF Flexible Etf (XFLX)
Invesco QQQ Trust Unit Ser 1 (QQQ)

View all positions for One Capital Management

Top funds holding Schwab Strategic Tr us aggregate b

Jpmorgan Chase & Co
Rockbridge Investment Management, LCC
Honkamp Krueger Financial Services
Ameriprise Financial
Charles Schwab Trust
Financial Engines Advisors L.L.C
Total Wealth Planning
HighTower Advisors
Wealth Enhancement Advisory Services
Envestnet Asset Management
Resources Investment Advisors
Goldman Sachs Group
Kohmann Bosshard Financial Services
Pioneer Wealth Management Group
BlueSky Wealth Advisors

View all funds holding Schwab Strategic Tr us aggregate b