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One Wealth Management Investment & Advisory Services’s Schwab US Large- Cap ETF SCHX Stock Holding History

One Wealth Management Investment & Advisory Services’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-40,095
Closed -$859K – 119
2024
Q2 		$859K Hold
40,095
– – 0.34% 48
2024
Q1 		$829K Buy
40,095
+75
+0.2% +$1.48K 0.34% 48
2023
Q4 		$752K Buy
+40,020
New +$703K 0.34% 53

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SEI Investments
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HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

One Wealth Management Investment & Advisory Services's SCHX Position: Q3 2024 in Review

One Wealth Management Investment & Advisory Services sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2024, closing a stake of 40,095 shares — an estimated $859K sold.

One Wealth Management Investment & Advisory Services first reported a position in SCHX in Q4 2023 and held it in 3 quarters. The position peaked at $859K in Q2 2024. 1,249 funds tracked by Wall St. Rank hold SCHX as of Q3 2024.

  • One Wealth Management Investment & Advisory Services reported no remaining Schwab US Large- Cap ETF position as of Q3 2024 after selling out during the quarter.
  • One Wealth Management Investment & Advisory Services sold 40,095 Schwab US Large- Cap ETF shares in Q3 2024, an estimated $859K.
  • One Wealth Management Investment & Advisory Services first reported a position in Schwab US Large- Cap ETF in Q4 2023 and held it in 3 quarters.
  • One Wealth Management Investment & Advisory Services's Schwab US Large- Cap ETF position peaked at $859K in Q2 2024.
  • 1,249 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2024.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q3 2024, filed 6 Nov 2024.