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Disclosery

One Capital Management, LLC: SCHC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of One Capital Management, LLC on SCHC, newest first. How the timeline and the estimate are built.

One Capital Management, LLC held 35,183 SCHC shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,183 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $1,644,453.

    13F-HR 0001606588-26-000004 filed by One Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 35,183 shares
    Change vs previous 13F +25,704 shares

    0.05% of the 13F portfolio, value $1,644,453.

    13F-HR 0001606588-26-000003 filed by One Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 9,479 shares
    Change vs previous 13F -28,996 shares

    0.01% of the 13F portfolio, value $431,578.

    13F-HR 0001606588-26-000002 filed by One Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 38,475 shares
    Change vs previous 13F -8,970 shares

    0.06% of the 13F portfolio, value $1,750,997.

    13F-HR 0001606588-25-000009 filed by One Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 47,445 shares
    Change vs previous 13F -48,804 shares

    0.07% of the 13F portfolio, value $2,020,682.

    13F-HR 0001606588-25-000005 filed by One Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 96,249 shares
    Change vs previous 13F -85,757 shares

    0.12% of the 13F portfolio, value $3,453,414.

    13F-HR 0001606588-25-000004 filed by One Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 182,006 shares
    Change vs previous 13F -23,832 shares

    0.21% of the 13F portfolio, value $6,248,265.

    13F-HR 0001606588-25-000001 filed by One Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 205,838 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $7,930,938.

    13F-HR 0001606588-24-000008 filed by One Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).