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OneDigital Investment Advisors LLC: SCHG position timeline

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

OneDigital Investment Advisors LLC held 7,776,295 SCHG 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 7,776,295 shares
    Change vs previous 13F +294,000 shares

    2.22% of the 13F portfolio, value $263,149,831.

    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 7,482,295 shares
    Change vs previous 13F +314,046 shares

    2.13% of the 13F portfolio, value $217,959,244.

    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 7,168,249 shares
    Change vs previous 13F -224,767 shares

    2.29% of the 13F portfolio, value $233,828,273.

    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 7,393,016 shares
    Change vs previous 13F +127,736 shares

    2.42% of the 13F portfolio, value $235,911,151.

    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 7,265,280 shares
    Change vs previous 13F -1,036,404 shares

    2.36% of the 13F portfolio, value $212,218,817.

    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 8,301,684 shares
    Change vs previous 13F +81,847 shares

    2.46% of the 13F portfolio, value $207,874,163.

    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 8,219,837 shares
    Change vs previous 13F +6,061,412 shares

    2.66% of the 13F portfolio, value $229,086,867.

    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 2,158,425 shares
    Change vs previous 13F not available

    2.57% of the 13F portfolio, value $224,864,678.

    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).