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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

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

Quarter filed Position value Share count Share price at filing
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 5-10y I/g Corp Bd Ishs 5-10yr Invt (IGIB)
Ishares Natl Muni Bnd Etf National Mun Etf (MUB)
Wisdomtree Us Qlty Div Gw Us Qtly Div Grt (DGRW)
Wisdom Intl Qlty Div Gwth Intl Qulty Div (IQDG)
FundX ETF Fundx Etf (XCOR)
Ishares 1-5y I/g Corp Bnd Ishs 1-5yr Invs (IGSB)
Ishr Broad Usd H/y Cp Etf Broad Usd High (USHY)
Invesco Qqq Trust Unit Ser 1 (QQQ)
Schwab Str Us L/c Gwt Etf Us Lcap Gr Etf (SCHG)
FundX Flexible ETF Flexible Etf (XFLX)
Ishares Russ 200 Grow Etf Rus Tp200 Gr Etf (IWY)
Ishares Russ 1000 Gwt Ind Rus 1000 Grw Etf (IWF)
NVIDIA Corporation (NVDA)
Ishares S&p Sc 600 Gw Ind S&P SML 600 GWT (IJT)
Ishares S&p Sc 600val Ind Sp Smcp600vl Etf (IJS)

View all positions for One Capital Management

Top funds holding Schwab Strategic Tr us aggregate b

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

View all funds holding Schwab Strategic Tr us aggregate b