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OneDigital Investment Advisors LLC: SCHZ position timeline

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

OneDigital Investment Advisors LLC held 1,456,131 SCHZ 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 1,456,131 shares
    Change vs previous 13F -147,021 shares

    0.28% of the 13F portfolio, value $33,680,306.

    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 1,603,152 shares
    Change vs previous 13F -1,514,810 shares

    0.36% of the 13F portfolio, value $37,225,199.

    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 3,117,962 shares
    Change vs previous 13F -201,323 shares

    0.71% of the 13F portfolio, value $72,866,781.

    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 3,319,285 shares
    Change vs previous 13F -330,071 shares

    0.8% of the 13F portfolio, value $77,903,626.

    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 3,649,356 shares
    Change vs previous 13F -282,310 shares

    0.94% of the 13F portfolio, value $84,811,038.

    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 3,931,666 shares
    Change vs previous 13F -313,991 shares

    1.08% of the 13F portfolio, value $91,057,395.

    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 4,245,657 shares
    Change vs previous 13F +2,591,040 shares

    1.12% of the 13F portfolio, value $96,376,405.

    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 1,654,617 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $78,627,400.

    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).