One Capital Management’s Charles Schwab SCHW Stock Holding History

One Capital Management’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$836K	Buy
2025 Q1	$717K	Sell
2024 Q4	$684K	Hold
2024 Q3	$599K	Buy
2024 Q2	$667K	Buy
2014 Q4	–	Sell
2014 Q3	$131K	Buy