One Wealth Advisors, LLC

Position in SCHW — Schwab Charles Corp

CIK 1725297 SAN FRANCISCO, CA

Position in SCHW

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$506,654

-$223,476 QoQ

Shares Held

5,491

-29.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#1,503

of 2,304 holders

Holding Since

Dec 2022

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

One Wealth Advisors, LLC holds $2,336,940 across 4 Capital Markets names. SCHW ranks #3 (21.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	842	$851,573
2	MS	Morgan Stanley	3,069	$641,543
3	SCHW	Schwab Charles Corp This page	5,491	$506,654
4	LPLA	LPL Financial Holdings Inc.	1,197	$337,170

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$506,654	5,491	-29.3%	Shares	Sole	2026-08-06
2026-03-31	$730,130	7,769	+0.5%	Shares	Sole	2026-04-21
2025-12-31	$772,304	7,730	+2.0%	Shares	Sole	2026-02-02
2025-09-30	$723,280	7,576	-0.1%	Shares	Sole	2025-11-03
2025-06-30	$692,237	7,587	-2.4%	Shares	Sole	2025-07-17
2025-03-31	$608,470	7,773	+214.8%	Shares	Sole	2025-05-06
2022-12-31	$205,568	2,469	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.