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OneDigital Investment Advisors LLC: SCHV position timeline

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

OneDigital Investment Advisors LLC held 671,980 SCHV 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 671,980 shares
    Change vs previous 13F -23,937 shares

    0.2% of the 13F portfolio, value $23,391,625.

    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 695,917 shares
    Change vs previous 13F -345,686 shares

    0.21% of the 13F portfolio, value $21,225,481.

    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 1,041,603 shares
    Change vs previous 13F -39,677 shares

    0.3% of the 13F portfolio, value $30,841,853.

    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 1,081,280 shares
    Change vs previous 13F -74,694 shares

    0.32% of the 13F portfolio, value $31,476,062.

    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 1,155,974 shares
    Change vs previous 13F -85,335 shares

    0.36% of the 13F portfolio, value $31,985,804.

    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 1,241,309 shares
    Change vs previous 13F -277,381 shares

    0.39% of the 13F portfolio, value $32,993,992.

    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 1,518,690 shares
    Change vs previous 13F +970,836 shares

    0.46% of the 13F portfolio, value $39,592,257.

    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 547,854 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $44,031,058.

    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).