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OneDigital Investment Advisors LLC: SCHX position timeline

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

OneDigital Investment Advisors LLC held 1,137,077 SCHX 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 1,137,077 shares
    Change vs previous 13F +12,366 shares

    0.28% of the 13F portfolio, value $33,464,187.

    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 1,124,711 shares
    Change vs previous 13F -20,820 shares

    0.28% of the 13F portfolio, value $28,837,583.

    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 1,145,531 shares
    Change vs previous 13F -127,325 shares

    0.3% of the 13F portfolio, value $30,826,250.

    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 1,272,856 shares
    Change vs previous 13F -32,482 shares

    0.34% of the 13F portfolio, value $33,527,036.

    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 1,305,338 shares
    Change vs previous 13F -286,091 shares

    0.35% of the 13F portfolio, value $31,902,464.

    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 1,591,429 shares
    Change vs previous 13F -348,264 shares

    0.42% of the 13F portfolio, value $35,138,750.

    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 1,939,693 shares
    Change vs previous 13F +1,136,861 shares

    0.52% of the 13F portfolio, value $44,962,078.

    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 802,832 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $54,472,154.

    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).