One Wealth Management Investment & Advisory Services, LLC SCHB Holdings History
One Wealth Management Investment & Advisory Services, LLC's Schwab U.S. Broad Market ETF Holding Summary
As of 2025-03-31, One Wealth Management Investment & Advisory Services, LLC held 26,116.00 shares of Schwab U.S. Broad Market ETF(SCHB), totaling $562,280.00. This investment constitutes 0.93% of their stock portfolio, and One Wealth Management Investment & Advisory Services, LLC now holds 0% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2025Q1. And since then One Wealth Management Investment & Advisory Services, LLC has made 1 purchases of SCHB, at an average price of $22.75, for a total of 26,116.00 shares. Based on historical transaction data and SCHB's current price of $24.23, One Wealth Management Investment & Advisory Services, LLC's estimated gain on his SCHB holdings is $38,651.68, reflecting a 6.51% gain to date.
One Wealth Management Investment & Advisory Services, LLC SCHB ($24.23) Holding Chart
One Wealth Management Investment & Advisory Services, LLC SCHB ($24.23) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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