One Capital Management, LLC

Position in SCHW — Schwab Charles Corp

CIK 1606588 WESTLAKE VILLAGE, CA

Position in SCHW

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$847,315

-$15,703 QoQ

Shares Held

9,183

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,280

of 2,304 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

One Capital Management, LLC holds $9,488,173 across 5 Capital Markets names. SCHW ranks #5 (8.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNEX	StoneX Group Inc.	50,794	$4,012,765
2	PIPR	Piper Sandler Companies	29,884	$2,161,808
3	MS	Morgan Stanley	7,139	$1,492,336
4	GS	Goldman Sachs Group Inc	963	$973,949
5	SCHW	Schwab Charles Corp This page	9,183	$847,315

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$847,315	9,183	0.0%	Shares	Sole	2026-08-13
2026-03-31	$863,018	9,183	+0.7%	Shares	Sole	2026-05-13
2025-12-31	$910,679	9,115	+1.0%	Shares	Sole	2026-02-10
2025-09-30	$861,616	9,025	-1.5%	Shares	Sole	2025-11-14
2025-06-30	$835,575	9,158	+0.0%	Shares	Sole	2025-08-11
2025-03-31	$716,731	9,156	-1.0%	Shares	Sole	2025-05-14
2024-12-31	$684,444	9,248	0.0%	Shares	Sole	2025-02-06
2024-09-30	$599,362	9,248	+2.2%	Shares	Sole	2024-11-12
2024-06-30	$667,115	9,053	—	Shares	Sole	2024-08-09
No filing history on record for this holder in this stock.