One Ascent Financial Services LLC Schwab Strategic Tr Intl Small Transaction History

One Ascent Financial Services LLC

  • $582 Million
  • Q3 2025

A detailed history of One Ascent Financial Services LLC transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, One Ascent Financial Services LLC holds 20,379 shares of SCHC stock, worth $917,870. This represents 0.16% of its overall portfolio holdings.

Number of Shares
20,379
Holding current value
$917,870
% of portfolio
0.16%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
BUY
$42.28 - $45.71 $861,624 - $931,524
20,379 New
20,379 $927,000
Q2 2025

Aug 12, 2025
SELL
$32.41 - $42.59 $704,074 - $925,225
-21,724 Reduced 50.02%
21,704 $924,000
Q1 2025

May 05, 2025
BUY
$33.57 - $37.22 $664,417 - $736,658
19,792 Added 83.74%
43,428 $1.56 Million
Q4 2024

Feb 12, 2025
BUY
$33.93 - $38.37 $801,969 - $906,913
23,636 New
23,636 $811,000
Q1 2024

Apr 16, 2024
SELL
$33.2 - $35.86 $124,865 - $134,869
-3,761 Reduced 13.94%
23,210 $831,000
Q4 2023

Jan 11, 2024
SELL
$30.0 - $35.05 $57,750 - $67,471
-1,925 Reduced 6.66%
26,971 $941,000
Q3 2023

Oct 13, 2023
BUY
$32.0 - $35.51 $924,672 - $1.03 Million
28,896 New
28,896 $932,000

Others Institutions Holding SCHC

# of Institutions
514
Shares Held
45.3M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR INTL SMALL

SCHC Quotes by TradingView
  • Ticker SCHC
  • Sector ETFs
  • Industry ETFs
More about SCHC
Track This Portfolio

Track One Ascent Financial Services LLC Portfolio

Follow One Ascent Financial Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of One Ascent Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on One Ascent Financial Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email