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One Wealth Advisors, LLC: SCHZ position timeline

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

One Wealth Advisors, LLC held 917,188 SCHZ shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 917,188 shares
    Change vs previous 13F +65,242 shares

    2.34% of the 13F portfolio, value $21,214,568.

    13F-HR 0001951757-26-001117 filed by One Wealth Advisors, 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 851,946 shares
    Change vs previous 13F +54,679 shares

    2.46% of the 13F portfolio, value $19,782,196.

    13F-HR 0001951757-26-000677 filed by One Wealth Advisors, 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 797,267 shares
    Change vs previous 13F -8,057 shares

    2.28% of the 13F portfolio, value $18,632,134.

    13F-HR 0001951757-26-000328 filed by One Wealth Advisors, 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 805,324 shares
    Change vs previous 13F +61,529 shares

    2.37% of the 13F portfolio, value $18,900,963.

    13F-HR 0001951757-25-001243 filed by One Wealth Advisors, 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 743,795 shares
    Change vs previous 13F -83,085 shares

    2.4% of the 13F portfolio, value $17,285,804.

    13F-HR 0001951757-25-000888 filed by One Wealth Advisors, 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 826,880 shares
    Change vs previous 13F +26,437 shares

    2.86% of the 13F portfolio, value $19,150,549.

    13F-HR 0001951757-25-000517 filed by One Wealth Advisors, 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 800,443 shares
    Change vs previous 13F +426,444 shares

    2.7% of the 13F portfolio, value $18,170,064.

    13F-HR 0001951757-25-000129 filed by One Wealth Advisors, 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 373,999 shares
    Change vs previous 13F not available

    2.73% of the 13F portfolio, value $17,772,417.

    13F-HR 0001951757-24-001053 filed by One Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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