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OneDigital Investment Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

OneDigital Investment Advisors’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.5M Buy
394,701
+1,401
+0.4% +$42K 0.11% 156
2025
Q4 		$11.2M Sell
393,300
-10,083
-2% -$285K 0.11% 159
2025
Q3 		$11.3M Sell
403,383
-4,578
-1% -$122K 0.12% 156
2025
Q2 		$10.3M Sell
407,961
-30,371
-7% -$718K 0.11% 155
2025
Q1 		$10.3M Sell
438,332
-134,127
-23% -$3.42M 0.12% 148
2024
Q4 		$14.8M Buy
572,459
+8,743
+2% +$233K 0.17% 116
2024
Q3 		$14.5M Sell
563,716
-6,292
-1% -$156K 0.17% 113
2024
Q2 		$13.5M Buy
570,008
+6,550
+1% +$155K 0.17% 111
2024
Q1 		$13.9M Sell
563,458
-5,626
-1% -$132K 0.22% 97
2023
Q4 		$13.4M Sell
569,084
-47,188
-8% -$995K 0.24% 93
2023
Q3 		$12.8M Sell
616,272
-12,910
-2% -$283K 0.28% 79
2023
Q2 		$13.8M Sell
629,182
-20,078
-3% -$418K 0.3% 68
2023
Q1 		$13.6M Sell
649,260
-6,310
-1% -$136K 0.32% 67
2022
Q4 		$13.3M Sell
655,570
-50,922
-7% -$1.04M 0.39% 59
2022
Q3 		$13.4M Buy
706,492
+8,624
+1% +$180K 0.5% 40
2022
Q2 		$13.6M Sell
697,868
-14,832
-2% -$317K 0.58% 27
2022
Q1 		$16.9M Sell
712,700
-29,980
-4% -$708K 0.64% 22
2021
Q4 		$19M Sell
742,680
-20,628
-3% -$534K 0.67% 24
2021
Q3 		$19.1M Sell
763,308
-13,368
-2% -$339K 0.76% 20
2021
Q2 		$20.2M Sell
776,676
-12,204
-2% -$312K 0.83% 20
2021
Q1 		$19.7M Sell
788,880
-4,008
-0.5% -$98.6K 0.92% 19
2020
Q4 		$17.7M Sell
792,888
-36,948
-4% -$736K 0.92% 18
2020
Q3 		$14.2M Sell
829,836
-7,700
-0.9% -$133K 0.98% 19
2020
Q2 		$13.7M Buy
837,536
+19,916
+2% +$298K 0.99% 19
2020
Q1 		$10.6M Buy
817,620
+403,804
+98% +$6.86M 0.93% 20
2019
Q4 		$7.83M Buy
413,816
+2,920
+0.7% +$52.8K 0.62% 33
2019
Q3 		$7.16M Sell
410,896
-128,104
-24% -$2.26M 0.64% 30
2019
Q2 		$9.63M Buy
539,000
+232,612
+76% +$4.11M 0.75% 23
2019
Q1 		$5.37M Buy
306,388
+99,028
+48% +$1.69M 0.78% 26
2018
Q4 		$3.15M Sell
207,360
-25,104
-11% -$424K 0.53% 49
2018
Q3 		$4.43M Buy
232,464
+20,324
+10% +$388K 1.04% 14
2018
Q2 		$4.28M Sell
212,140
-22,076
-9% -$399K 0.9% 18
2018
Q1 		$4.03M Buy
234,216
+35,460
+18% +$625K 0.88% 20
2017
Q4 		$3.46M Buy
198,756
+30,864
+18% +$528K 0.4% 26
2017
Q3 		$2.83M Buy
167,892
+1,384
+0.8% +$22.3K 1.04% 16
2017
Q2 		$2.66M Buy
+166,508
New +$2.63M 0.79% 25

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

OneDigital Investment Advisors's SCHA Position: Q1 2026 in Review

OneDigital Investment Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.36% in Q1 2026, buying an estimated $42K and bringing the position to 394,701 shares worth $11.5M. The position accounts for 0.11% of the portfolio, ranked #156.

OneDigital Investment Advisors first reported a position in SCHA in Q2 2017 and has held it in 36 quarters since. The position peaked at $20.2M in Q2 2021. 1,251 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • OneDigital Investment Advisors held 394,701 shares of Schwab U.S Small- Cap ETF worth $11.5M as of Q1 2026.
  • OneDigital Investment Advisors bought 1,401 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $42K.
  • Schwab U.S Small- Cap ETF made up 0.11% of OneDigital Investment Advisors's portfolio in Q1 2026, its #156 holding.
  • OneDigital Investment Advisors first reported a position in Schwab U.S Small- Cap ETF in Q2 2017 and has held it in 36 quarters since.
  • OneDigital Investment Advisors's Schwab U.S Small- Cap ETF position peaked at $20.2M in Q2 2021.
  • 1,251 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.