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OneDigital Investment Advisors LLC: SCHD position timeline

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

OneDigital Investment Advisors LLC held 1,064,829 SCHD 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 1,064,829 shares
    Change vs previous 13F +340,025 shares

    0.29% of the 13F portfolio, value $33,765,729.

    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 724,804 shares
    Change vs previous 13F +36,766 shares

    0.22% of the 13F portfolio, value $22,236,973.

    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 688,038 shares
    Change vs previous 13F -72,153 shares

    0.18% of the 13F portfolio, value $18,872,883.

    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 760,191 shares
    Change vs previous 13F +61,602 shares

    0.21% of the 13F portfolio, value $20,753,202.

    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 698,589 shares
    Change vs previous 13F -8,821 shares

    0.21% of the 13F portfolio, value $18,512,599.

    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 707,410 shares
    Change vs previous 13F -5,002 shares

    0.23% of the 13F portfolio, value $19,779,171.

    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 712,412 shares
    Change vs previous 13F +465,779 shares

    0.23% of the 13F portfolio, value $19,463,085.

    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 246,633 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $20,847,870.

    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).