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OneDigital Investment Advisors LLC: SCHM position timeline

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

OneDigital Investment Advisors LLC held 568,557 SCHM 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 568,557 shares
    Change vs previous 13F -2,198 shares

    0.18% of the 13F portfolio, value $20,962,709.

    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 570,755 shares
    Change vs previous 13F -138,301 shares

    0.17% of the 13F portfolio, value $17,670,568.

    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 709,056 shares
    Change vs previous 13F -34,906 shares

    0.21% of the 13F portfolio, value $21,321,317.

    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 743,962 shares
    Change vs previous 13F -39,015 shares

    0.23% of the 13F portfolio, value $22,051,044.

    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 782,977 shares
    Change vs previous 13F -48,427 shares

    0.24% of the 13F portfolio, value $21,962,494.

    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 831,404 shares
    Change vs previous 13F -202,957 shares

    0.26% of the 13F portfolio, value $21,782,790.

    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 1,034,361 shares
    Change vs previous 13F +655,125 shares

    0.33% of the 13F portfolio, value $28,662,140.

    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 379,236 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $31,510,712.

    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).