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OneDigital Investment Advisors’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

OneDigital Investment Advisors’s Portfolio SCHC Stock Details SCHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-28,251
Closed -$970K – 1485
2024
Q4 		$970K Sell
28,251
-2,996
-10% -$109K 0.01% 647
2024
Q3 		$1.2M Sell
31,247
-496
-2% -$18.3K 0.01% 594
2024
Q2 		$1.13M Buy
31,743
+1,409
+5% +$50.2K 0.01% 577
2024
Q1 		$1.09M Sell
30,334
-127
-0.4% -$4.37K 0.02% 478
2023
Q4 		$1.06M Buy
30,461
+471
+2% +$15.3K 0.02% 457
2023
Q3 		$967K Sell
29,990
-4,114
-12% -$139K 0.02% 432
2023
Q2 		$1.15M Buy
34,104
+2,524
+8% +$85.4K 0.03% 383
2023
Q1 		$1.06M Sell
31,580
-10
-0% -$334 0.03% 378
2022
Q4 		$994K Buy
31,590
+1,806
+6% +$55K 0.03% 359
2022
Q3 		$827K Buy
29,784
+2,091
+8% +$65.9K 0.03% 339
2022
Q2 		$865K Buy
27,693
+570
+2% +$19.7K 0.04% 289
2022
Q1 		$1.03M Sell
27,123
-4,327
-14% -$166K 0.04% 268
2021
Q4 		$1.29M Buy
31,450
+205
+0.7% +$8.55K 0.05% 241
2021
Q3 		$1.3M Buy
31,245
+642
+2% +$27.3K 0.05% 218
2021
Q2 		$1.27M Sell
30,603
-387
-1% -$16.2K 0.05% 219
2021
Q1 		$1.22M Buy
30,990
+2,337
+8% +$91.1K 0.06% 216
2020
Q4 		$1.08M Sell
28,653
-8,026
-22% -$280K 0.06% 219
2020
Q3 		$1.19M Buy
36,679
+295
+0.8% +$9.43K 0.08% 180
2020
Q2 		$1.08M Buy
36,384
+1,909
+6% +$52.7K 0.08% 198
2020
Q1 		$841K Buy
34,475
+1,793
+5% +$55.1K 0.07% 215
2019
Q4 		$1.13M Buy
32,682
+928
+3% +$30.9K 0.09% 175
2019
Q3 		$1.01M Buy
31,754
+4,992
+19% +$159K 0.09% 174
2019
Q2 		$874K Buy
26,762
+24,167
+931% +$783K 0.07% 171
2019
Q1 		$84K Buy
2,595
+336
+15% +$10.6K 0.01% 399
2018
Q4 		$66K Sell
2,259
-1,041
-32% -$33.2K 0.01% 408
2018
Q3 		$118K Sell
3,300
-589
-15% -$21K 0.03% 257
2018
Q2 		$140K Buy
3,889
+133
+4% +$4.92K 0.03% 286
2018
Q1 		$137K Sell
3,756
-900
-19% -$33.4K 0.03% 290
2017
Q4 		$171K Sell
4,656
-85
-2% -$3.08K 0.02% 249
2017
Q3 		$170K Sell
4,741
-1,298
-21% -$45K 0.06% 158
2017
Q2 		$203K Buy
+6,039
New +$198K 0.06% 195

Other funds holding SCHC

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

OneDigital Investment Advisors's SCHC Position: Q1 2025 in Review

OneDigital Investment Advisors sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q1 2025, closing a stake of 28,251 shares — an estimated $970K sold.

OneDigital Investment Advisors first reported a position in SCHC in Q2 2017 and held it in 31 quarters. The position peaked at $1.3M in Q3 2021. 417 funds tracked by Wall St. Rank hold SCHC as of Q1 2025.

  • OneDigital Investment Advisors reported no remaining Schwab International Small-Cap Equity ETF position as of Q1 2025 after selling out during the quarter.
  • OneDigital Investment Advisors sold 28,251 Schwab International Small-Cap Equity ETF shares in Q1 2025, an estimated $970K.
  • OneDigital Investment Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q2 2017 and held it in 31 quarters.
  • OneDigital Investment Advisors's Schwab International Small-Cap Equity ETF position peaked at $1.3M in Q3 2021.
  • 417 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2025.

Based on OneDigital Investment Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.