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OneDigital Investment Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

OneDigital Investment Advisors’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$19M Sell
755,449
-576,842
-43% -$15.1M 0.19% 108
2025
Q4 		$34.9M Sell
1,332,291
-48,655
-4% -$1.27M 0.34% 57
2025
Q3 		$35.5M Sell
1,380,946
-132,162
-9% -$3.27M 0.36% 52
2025
Q2 		$36.1M Sell
1,513,108
-96,385
-6% -$2.12M 0.4% 50
2025
Q1 		$34.7M Sell
1,609,493
-271,807
-14% -$6.18M 0.41% 47
2024
Q4 		$42.7M Sell
1,881,300
-22,767
-1% -$520K 0.5% 41
2024
Q3 		$42.2M Buy
1,904,067
+98,139
+5% +$2.1M 0.48% 42
2024
Q2 		$37.8M Sell
1,805,928
-13,644
-0.7% -$276K 0.47% 45
2024
Q1 		$37M Sell
1,819,572
-107,025
-6% -$2.07M 0.58% 38
2023
Q4 		$35.8M Buy
1,926,597
+1,122,915
+140% +$19.4M 0.63% 38
2023
Q3 		$13.4M Sell
803,682
-26,571
-3% -$460K 0.29% 73
2023
Q2 		$14.3M Sell
830,253
-74,049
-8% -$1.21M 0.32% 65
2023
Q1 		$14.4M Sell
904,302
-251,766
-22% -$3.94M 0.34% 63
2022
Q4 		$17.3M Buy
1,156,068
+538,731
+87% +$8.1M 0.5% 43
2022
Q3 		$8.64M Buy
617,337
+25,776
+4% +$401K 0.32% 51
2022
Q2 		$8.71M Sell
591,561
-51,333
-8% -$824K 0.37% 41
2022
Q1 		$11.4M Buy
642,894
+52,152
+9% +$915K 0.43% 38
2021
Q4 		$11.1M Sell
590,742
-46,170
-7% -$849K 0.39% 41
2021
Q3 		$11M Buy
636,912
+37,920
+6% +$674K 0.44% 38
2021
Q2 		$10.4M Buy
598,992
+30,816
+5% +$522K 0.43% 39
2021
Q1 		$9.16M Sell
568,176
-20,208
-3% -$319K 0.43% 40
2020
Q4 		$8.92M Sell
588,384
-97,632
-14% -$1.39M 0.46% 43
2020
Q3 		$9.11M Sell
686,016
-253,986
-27% -$3.34M 0.63% 33
2020
Q2 		$11.5M Sell
940,002
-66,312
-7% -$764K 0.83% 24
2020
Q1 		$10.1M Buy
1,006,314
+99,876
+11% +$1.21M 0.9% 21
2019
Q4 		$11.6M Buy
906,438
+467,808
+107% +$5.74M 0.91% 19
2019
Q3 		$5.19M Sell
438,630
-185,514
-30% -$2.19M 0.47% 44
2019
Q2 		$7.34M Sell
624,144
-1,513,026
-71% -$17.5M 0.57% 33
2019
Q1 		$24.2M Buy
2,137,170
+161,238
+8% +$1.76M 3.54% 6
2018
Q4 		$19.7M Buy
1,975,932
+1,789,872
+962% +$19.4M 3.33% 6
2018
Q3 		$2.18M Buy
186,060
+1,896
+1% +$21.9K 0.51% 35
2018
Q2 		$2.03M Sell
184,164
-667,440
-78% -$7.3M 0.43% 43
2018
Q1 		$9.05M Buy
851,604
+699,726
+461% +$7.69M 1.99% 10
2017
Q4 		$1.63M Buy
151,878
+15,852
+12% +$166K 0.19% 51
2017
Q3 		$1.38M Sell
136,026
-19,596
-13% -$194K 0.51% 28
2017
Q2 		$1.52M Buy
+155,622
New +$1.5M 0.45% 44

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

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

OneDigital Investment Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 43% in Q1 2026, selling an estimated $15.1M and leaving 755,449 shares worth $19M. The position accounts for 0.19% of the portfolio, ranked #108.

OneDigital Investment Advisors first reported a position in SCHB in Q2 2017 and has held it in 36 quarters since. The position peaked at $42.7M in Q4 2024. 1,310 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • OneDigital Investment Advisors held 755,449 shares of Schwab US Broad Market ETF worth $19M as of Q1 2026.
  • OneDigital Investment Advisors sold 576,842 Schwab US Broad Market ETF shares in Q1 2026, an estimated $15.1M.
  • Schwab US Broad Market ETF made up 0.19% of OneDigital Investment Advisors's portfolio in Q1 2026, its #108 holding.
  • OneDigital Investment Advisors first reported a position in Schwab US Broad Market ETF in Q2 2017 and has held it in 36 quarters since.
  • OneDigital Investment Advisors's Schwab US Broad Market ETF position peaked at $42.7M in Q4 2024.
  • 1,310 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

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