OneDigital Investment Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

OneDigital Investment Advisors’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$33.8M	Buy	1,064,829 +340,025	+47%	+$10.8M	0.29%	73
2026 Q1	$22.2M	Buy	724,804 +36,766	+5%	+$1.12M	0.22%	90
2025 Q4	$18.9M	Sell	688,038 -72,153	-9%	-$1.96M	0.19%	112
2025 Q3	$20.8M	Buy	760,191 +61,602	+9%	+$1.68M	0.21%	99
2025 Q2	$18.5M	Sell	698,589 -8,821	-1%	-$230K	0.21%	101
2025 Q1	$19.8M	Sell	707,410 -5,002	-0.7%	-$139K	0.23%	87
2024 Q4	$19.5M	Sell	712,412 -27,487	-4%	-$781K	0.23%	85
2024 Q3	$20.8M	Sell	739,899 -14,490	-2%	-$395K	0.24%	83
2024 Q2	$19.6M	Sell	754,389 -67,608	-8%	-$1.76M	0.24%	81
2024 Q1	$22.1M	Sell	821,997 -154,746	-16%	-$4M	0.35%	60
2023 Q4	$24.8M	Sell	976,743 -486,537	-33%	-$11.6M	0.43%	50
2023 Q3	$34.5M	Sell	1,463,280 -822,531	-36%	-$20.2M	0.75%	32
2023 Q2	$55.3M	Sell	2,285,811 -89,049	-4%	-$2.13M	1.22%	15
2023 Q1	$57.9M	Sell	2,374,860 -766,509	-24%	-$19.2M	1.36%	14
2022 Q4	$79.1M	Buy	3,141,369 +1,205,763	+62%	+$29.8M	2.29%	7
2022 Q3	$42.9M	Buy	1,935,606 +1,660,386	+603%	+$40.3M	1.59%	15
2022 Q2	$6.57M	Buy	275,220 +13,143	+5%	+$334K	0.28%	51
2022 Q1	$6.89M	Buy	262,077 +19,386	+8%	+$508K	0.26%	56
2021 Q4	$6.54M	Sell	242,691 -1,668	-0.7%	-$43.3K	0.23%	65
2021 Q3	$6.05M	Buy	244,359 +49,518	+25%	+$1.26M	0.24%	62
2021 Q2	$4.91M	Buy	194,841 +15,597	+9%	+$394K	0.2%	72
2021 Q1	$4.36M	Buy	179,244 +9,042	+5%	+$206K	0.2%	73
2020 Q4	$3.64M	Sell	170,202 -2,469	-1%	-$50.1K	0.19%	83
2020 Q3	$3.18M	Sell	172,671 -5,562	-3%	-$102K	0.22%	82
2020 Q2	$3.08M	Sell	178,233 -2,688	-1%	-$45.4K	0.22%	88
2020 Q1	$2.71M	Sell	180,921 -53,853	-23%	-$967K	0.24%	91
2019 Q4	$4.53M	Buy	234,774 +2,892	+1%	+$54.2K	0.36%	62
2019 Q3	$4.23M	Sell	231,882 -207,972	-47%	-$3.72M	0.38%	59
2019 Q2	$7.78M	Buy	439,854 +182,001	+71%	+$3.2M	0.6%	31
2019 Q1	$4.49M	Sell	257,853 -6,582	-2%	-$111K	0.66%	36
2018 Q4	$4.14M	Buy	264,435 +224,787	+567%	+$3.75M	0.7%	28
2018 Q3	$700K	Sell	39,648 -1,530	-4%	-$26.5K	0.16%	81
2018 Q2	$677K	Sell	41,178 -6,741	-14%	-$111K	0.14%	94
2018 Q1	$783K	Sell	47,919 -1,455	-3%	-$24.8K	0.17%	88
2017 Q4	$842K	Sell	49,374 -4,866	-9%	-$79.9K	0.1%	87
2017 Q3	$846K	Sell	54,240 -13,119	-19%	-$201K	0.31%	44
2017 Q2	$1.01M	Buy	+67,359	New	+$1.01M	0.3%	60

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

OneDigital Investment Advisors's SCHD Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 47% in Q2 2026, buying an estimated $10.8M and bringing the position to 1,064,829 shares worth $33.8M. The position accounts for 0.29% of the portfolio, ranked #73.

OneDigital Investment Advisors first reported a position in SCHD in Q2 2017 and has held it in 37 quarters since. The position peaked at $79.1M in Q4 2022. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

OneDigital Investment Advisors held 1,064,829 shares of Schwab US Dividend Equity ETF worth $33.8M as of Q2 2026.
OneDigital Investment Advisors bought 340,025 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $10.8M.
Schwab US Dividend Equity ETF made up 0.29% of OneDigital Investment Advisors's portfolio in Q2 2026, its #73 holding.
OneDigital Investment Advisors first reported a position in Schwab US Dividend Equity ETF in Q2 2017 and has held it in 37 quarters since.
OneDigital Investment Advisors's Schwab US Dividend Equity ETF position peaked at $79.1M in Q4 2022.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.