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OneDigital Investment Advisors LLC: SCHW position timeline

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

OneDigital Investment Advisors LLC held 57,720 SCHW 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 57,720 shares
    Change vs previous 13F +9,678 shares

    0.04% of the 13F portfolio, value $5,325,817.

    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 48,042 shares
    Change vs previous 13F +7,101 shares

    0.04% of the 13F portfolio, value $4,515,012.

    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 40,941 shares
    Change vs previous 13F -2,445 shares

    0.04% of the 13F portfolio, value $4,090,369.

    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 43,386 shares
    Change vs previous 13F -2,111 shares

    0.04% of the 13F portfolio, value $4,142,060.

    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 45,497 shares
    Change vs previous 13F -1,619 shares

    0.05% of the 13F portfolio, value $4,151,182.

    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 47,116 shares
    Change vs previous 13F -475 shares

    0.04% of the 13F portfolio, value $3,688,252.

    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 47,591 shares
    Change vs previous 13F +6,636 shares

    0.04% of the 13F portfolio, value $3,522,245.

    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 40,955 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,654,317.

    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).