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OneDigital Investment Advisors LLC: SCHA position timeline

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

OneDigital Investment Advisors LLC held 509,519 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 509,519 shares
    Change vs previous 13F +114,818 shares

    0.16% of the 13F portfolio, value $18,408,920.

    13F-HR 0001690370-26-000005 filed by OneDigital Investment 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 394,701 shares
    Change vs previous 13F +1,401 shares

    0.11% of the 13F portfolio, value $11,477,911.

    13F-HR 0001690370-26-000004 filed by OneDigital Investment 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 393,300 shares
    Change vs previous 13F -10,083 shares

    0.11% of the 13F portfolio, value $11,201,188.

    13F-HR 0001690370-26-000003 filed by OneDigital Investment 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 403,383 shares
    Change vs previous 13F -4,578 shares

    0.12% of the 13F portfolio, value $11,254,384.

    13F-HR 0001690370-25-000007 filed by OneDigital Investment 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 407,961 shares
    Change vs previous 13F -30,371 shares

    0.11% of the 13F portfolio, value $10,321,412.

    13F-HR 0001690370-25-000005 filed by OneDigital Investment 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 438,332 shares
    Change vs previous 13F -134,127 shares

    0.12% of the 13F portfolio, value $10,270,122.

    13F-HR 0001690370-25-000004 filed by OneDigital Investment 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 572,459 shares
    Change vs previous 13F +290,601 shares

    0.17% of the 13F portfolio, value $14,803,796.

    13F-HR 0001690370-25-000001 filed by OneDigital Investment 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 281,858 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $14,515,679.

    13F-HR 0001690370-24-000005 filed by OneDigital Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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