OIA
OneDigital Investment Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.3M | Sell |
407,961
-30,371
| -7% | -$768K | 0.11% | 155 |
|
|
2025
Q1 | $10.3M | Sell |
438,332
-134,127
| -23% | -$3.14M | 0.12% | 148 |
|
|
2024
Q4 | $14.8M | Buy |
572,459
+290,601
| +103% | +$7.51M | 0.17% | 116 |
|
|
2024
Q3 | $14.5M | Sell |
281,858
-3,146
| -1% | -$162K | 0.17% | 113 |
|
|
2024
Q2 | $13.5M | Buy |
285,004
+3,275
| +1% | +$155K | 0.17% | 111 |
|
|
2024
Q1 | $13.9M | Sell |
281,729
-2,813
| -1% | -$139K | 0.22% | 97 |
|
|
2023
Q4 | $13.4M | Sell |
284,542
-23,594
| -8% | -$1.11M | 0.24% | 93 |
|
|
2023
Q3 | $12.8M | Sell |
308,136
-6,455
| -2% | -$267K | 0.28% | 79 |
|
|
2023
Q2 | $13.8M | Sell |
314,591
-10,039
| -3% | -$440K | 0.3% | 68 |
|
|
2023
Q1 | $13.6M | Sell |
324,630
-3,155
| -1% | -$132K | 0.32% | 67 |
|
|
2022
Q4 | $13.3M | Sell |
327,785
-25,461
| -7% | -$1.03M | 0.39% | 59 |
|
|
2022
Q3 | $13.4M | Buy |
353,246
+4,312
| +1% | +$163K | 0.5% | 40 |
|
|
2022
Q2 | $13.6M | Sell |
348,934
-7,416
| -2% | -$289K | 0.58% | 27 |
|
|
2022
Q1 | $16.9M | Buy |
356,350
+170,680
| +92% | +$8.08M | 0.64% | 22 |
|
|
2021
Q4 | $19M | Sell |
185,670
-5,157
| -3% | -$528K | 0.67% | 22 |
|
|
2021
Q3 | $19.1M | Sell |
190,827
-3,342
| -2% | -$335K | 0.76% | 20 |
|
|
2021
Q2 | $20.2M | Sell |
194,169
-3,051
| -2% | -$318K | 0.83% | 20 |
|
|
2021
Q1 | $19.7M | Sell |
197,220
-1,002
| -0.5% | -$99.9K | 0.92% | 19 |
|
|
2020
Q4 | $17.7M | Sell |
198,222
-9,237
| -4% | -$823K | 0.92% | 18 |
|
|
2020
Q3 | $14.2M | Sell |
207,459
-1,925
| -0.9% | -$132K | 0.98% | 19 |
|
|
2020
Q2 | $13.7M | Buy |
209,384
+4,979
| +2% | +$326K | 0.99% | 19 |
|
|
2020
Q1 | $10.6M | Buy |
204,405
+100,951
| +98% | +$5.21M | 0.93% | 20 |
|
|
2019
Q4 | $7.83M | Buy |
103,454
+730
| +0.7% | +$55.2K | 0.62% | 33 |
|
|
2019
Q3 | $7.16M | Sell |
102,724
-32,026
| -24% | -$2.23M | 0.64% | 30 |
|
|
2019
Q2 | $9.63M | Buy |
134,750
+58,153
| +76% | +$4.16M | 0.75% | 23 |
|
|
2019
Q1 | $5.37M | Buy |
76,597
+24,757
| +48% | +$1.73M | 0.78% | 26 |
|
|
2018
Q4 | $3.15M | Sell |
51,840
-6,276
| -11% | -$381K | 0.53% | 49 |
|
|
2018
Q3 | $4.43M | Buy |
58,116
+5,081
| +10% | +$387K | 1.04% | 14 |
|
|
2018
Q2 | $4.28M | Sell |
53,035
-5,519
| -9% | -$445K | 0.9% | 18 |
|
|
2018
Q1 | $4.03M | Buy |
58,554
+8,865
| +18% | +$610K | 0.88% | 20 |
|
|
2017
Q4 | $3.47M | Buy |
49,689
+7,716
| +18% | +$538K | 0.4% | 26 |
|
|
2017
Q3 | $2.83M | Buy |
41,973
+346
| +0.8% | +$23.3K | 1.04% | 16 |
|
|
2017
Q2 | $2.66M | Buy |
+41,627
| New | +$2.66M | 0.79% | 25 |
|