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One Capital Management, LLC: SCHX position timeline

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

One Capital Management, LLC held 23,263 SCHX 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 23,263 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $596,486.

    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 23,263 shares
    Change vs previous 13F +6,609 shares

    0.02% of the 13F portfolio, value $596,486.

    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 16,654 shares
    Change vs previous 13F -17,040 shares

    0.01% of the 13F portfolio, value $448,165.

    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 33,694 shares
    Change vs previous 13F +9,507 shares

    0.03% of the 13F portfolio, value $887,514.

    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 24,187 shares
    Change vs previous 13F -108,158 shares

    0.02% of the 13F portfolio, value $591,140.

    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 132,345 shares
    Change vs previous 13F -1,304 shares

    0.1% of the 13F portfolio, value $2,922,204.

    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 133,649 shares
    Change vs previous 13F +87,413 shares

    0.1% of the 13F portfolio, value $3,097,994.

    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 46,236 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,137,167.

    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).