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OneDigital Investment Advisors LLC: SCHB position timeline

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

OneDigital Investment Advisors LLC held 729,719 SCHB 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 729,719 shares
    Change vs previous 13F -25,730 shares

    0.18% of the 13F portfolio, value $21,132,663.

    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 755,449 shares
    Change vs previous 13F -576,842 shares

    0.19% of the 13F portfolio, value $18,961,758.

    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 1,332,291 shares
    Change vs previous 13F -48,655 shares

    0.34% of the 13F portfolio, value $34,945,981.

    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 1,380,946 shares
    Change vs previous 13F -132,162 shares

    0.36% of the 13F portfolio, value $35,504,113.

    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 1,513,108 shares
    Change vs previous 13F -96,385 shares

    0.4% of the 13F portfolio, value $36,057,360.

    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 1,609,493 shares
    Change vs previous 13F -271,807 shares

    0.41% of the 13F portfolio, value $34,652,374.

    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 1,881,300 shares
    Change vs previous 13F +1,246,611 shares

    0.5% of the 13F portfolio, value $42,705,503.

    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 634,689 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $42,219,493.

    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).