OIA
OneDigital Investment Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.1M | Sell |
1,513,108
-96,385
| -6% | -$2.3M | 0.4% | 50 |
|
|
2025
Q1 | $34.7M | Sell |
1,609,493
-271,807
| -14% | -$5.85M | 0.41% | 47 |
|
|
2024
Q4 | $42.7M | Buy |
1,881,300
+1,246,611
| +196% | +$28.3M | 0.5% | 41 |
|
|
2024
Q3 | $42.2M | Buy |
634,689
+32,713
| +5% | +$2.18M | 0.48% | 42 |
|
|
2024
Q2 | $37.8M | Sell |
601,976
-4,548
| -0.7% | -$286K | 0.47% | 45 |
|
|
2024
Q1 | $37M | Sell |
606,524
-35,675
| -6% | -$2.18M | 0.58% | 38 |
|
|
2023
Q4 | $35.8M | Buy |
642,199
+374,305
| +140% | +$20.8M | 0.63% | 38 |
|
|
2023
Q3 | $13.4M | Sell |
267,894
-8,857
| -3% | -$442K | 0.29% | 73 |
|
|
2023
Q2 | $14.3M | Sell |
276,751
-24,683
| -8% | -$1.28M | 0.32% | 65 |
|
|
2023
Q1 | $14.4M | Sell |
301,434
-83,922
| -22% | -$4.02M | 0.34% | 63 |
|
|
2022
Q4 | $17.3M | Buy |
385,356
+179,577
| +87% | +$8.05M | 0.5% | 43 |
|
|
2022
Q3 | $8.64M | Buy |
205,779
+8,592
| +4% | +$361K | 0.32% | 51 |
|
|
2022
Q2 | $8.71M | Sell |
197,187
-17,111
| -8% | -$756K | 0.37% | 41 |
|
|
2022
Q1 | $11.4M | Buy |
214,298
+115,841
| +118% | +$6.18M | 0.43% | 38 |
|
|
2021
Q4 | $11.1M | Sell |
98,457
-7,695
| -7% | -$870K | 0.39% | 39 |
|
|
2021
Q3 | $11M | Buy |
106,152
+6,320
| +6% | +$656K | 0.44% | 38 |
|
|
2021
Q2 | $10.4M | Buy |
99,832
+5,136
| +5% | +$536K | 0.43% | 39 |
|
|
2021
Q1 | $9.16M | Sell |
94,696
-3,368
| -3% | -$326K | 0.43% | 40 |
|
|
2020
Q4 | $8.92M | Sell |
98,064
-16,272
| -14% | -$1.48M | 0.46% | 43 |
|
|
2020
Q3 | $9.11M | Sell |
114,336
-42,331
| -27% | -$3.37M | 0.63% | 33 |
|
|
2020
Q2 | $11.5M | Sell |
156,667
-11,052
| -7% | -$812K | 0.83% | 24 |
|
|
2020
Q1 | $10.1M | Buy |
167,719
+16,646
| +11% | +$1.01M | 0.9% | 21 |
|
|
2019
Q4 | $11.6M | Buy |
151,073
+77,968
| +107% | +$5.99M | 0.91% | 19 |
|
|
2019
Q3 | $5.19M | Sell |
73,105
-30,919
| -30% | -$2.2M | 0.47% | 44 |
|
|
2019
Q2 | $7.34M | Sell |
104,024
-252,171
| -71% | -$17.8M | 0.57% | 33 |
|
|
2019
Q1 | $24.2M | Buy |
356,195
+26,873
| +8% | +$1.83M | 3.54% | 6 |
|
|
2018
Q4 | $19.7M | Buy |
329,322
+298,312
| +962% | +$17.9M | 3.33% | 6 |
|
|
2018
Q3 | $2.18M | Buy |
31,010
+316
| +1% | +$22.2K | 0.51% | 35 |
|
|
2018
Q2 | $2.03M | Sell |
30,694
-111,240
| -78% | -$7.34M | 0.43% | 43 |
|
|
2018
Q1 | $9.05M | Buy |
141,934
+116,621
| +461% | +$7.44M | 1.99% | 10 |
|
|
2017
Q4 | $1.63M | Buy |
25,313
+2,642
| +12% | +$170K | 0.19% | 51 |
|
|
2017
Q3 | $1.38M | Sell |
22,671
-3,266
| -13% | -$199K | 0.51% | 28 |
|
|
2017
Q2 | $1.52M | Buy |
+25,937
| New | +$1.52M | 0.45% | 44 |
|