One Capital Management, LLC SCHG Holdings History
One Capital Management, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, One Capital Management, LLC held 700,495.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $17.54 Mil. This investment constitutes 0.59% of their stock portfolio, and One Capital Management, LLC now holds 0.05% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2015Q4. And since then One Capital Management, LLC has made 9 purchases of SCHG, at an average price of $36.31, for a total of 2.50 Mil shares. In addition, there have been 20 sales at an average price of $33.29 for 1.80 Mil shares. Based on historical transaction data and SCHG's current price of $29.47, One Capital Management, LLC's estimated gain on his SCHG holdings is $-10.24 Mil, reflecting a -11.27% gain to date.
One Capital Management, LLC SCHG ($29.47) Holding Chart
One Capital Management, LLC SCHG ($29.47) 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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