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OneDigital Investment Advisors LLC: SCHF position timeline

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

OneDigital Investment Advisors LLC held 500,289 SCHF 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 500,289 shares
    Change vs previous 13F -2,669 shares

    0.12% of the 13F portfolio, value $13,857,996.

    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 502,958 shares
    Change vs previous 13F -4,227 shares

    0.12% of the 13F portfolio, value $12,448,218.

    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 507,185 shares
    Change vs previous 13F -55,146 shares

    0.12% of the 13F portfolio, value $12,192,721.

    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 562,331 shares
    Change vs previous 13F +154,384 shares

    0.13% of the 13F portfolio, value $13,091,064.

    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 407,947 shares
    Change vs previous 13F -7,675 shares

    0.1% of the 13F portfolio, value $9,015,624.

    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 415,622 shares
    Change vs previous 13F -48,527 shares

    0.1% of the 13F portfolio, value $8,221,013.

    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 464,149 shares
    Change vs previous 13F +185,750 shares

    0.1% of the 13F portfolio, value $8,586,750.

    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 278,399 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $11,447,785.

    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).