OIA
OneDigital Investment Advisors’s Schwab International Equity ETF SCHF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.02M | Sell |
407,947
-7,675
| -2% | -$170K | 0.1% | 170 |
|
|
2025
Q1 | $8.22M | Sell |
415,622
-48,527
| -10% | -$960K | 0.1% | 175 |
|
|
2024
Q4 | $8.59M | Buy |
464,149
+185,750
| +67% | +$3.44M | 0.1% | 167 |
|
|
2024
Q3 | $11.4M | Sell |
278,399
-39,566
| -12% | -$1.63M | 0.13% | 136 |
|
|
2024
Q2 | $12.2M | Sell |
317,965
-80,313
| -20% | -$3.09M | 0.15% | 119 |
|
|
2024
Q1 | $15.5M | Sell |
398,278
-233,631
| -37% | -$9.12M | 0.24% | 91 |
|
|
2023
Q4 | $23.4M | Sell |
631,909
-778,196
| -55% | -$28.8M | 0.41% | 55 |
|
|
2023
Q3 | $47.9M | Sell |
1,410,105
-1,187,133
| -46% | -$40.3M | 1.04% | 19 |
|
|
2023
Q2 | $92.6M | Sell |
2,597,238
-1,964
| -0.1% | -$70K | 2.05% | 6 |
|
|
2023
Q1 | $90.5M | Buy |
2,599,202
+7,486
| +0.3% | +$261K | 2.12% | 6 |
|
|
2022
Q4 | $83.5M | Sell |
2,591,716
-243,553
| -9% | -$7.84M | 2.42% | 5 |
|
|
2022
Q3 | $79.8M | Buy |
2,835,269
+2,769,214
| +4,192% | +$77.9M | 2.96% | 6 |
|
|
2022
Q2 | $2.08M | Sell |
66,055
-4,436
| -6% | -$139K | 0.09% | 153 |
|
|
2022
Q1 | $2.59M | Sell |
70,491
-2,213
| -3% | -$81.2K | 0.1% | 135 |
|
|
2021
Q4 | $2.83M | Sell |
72,704
-6,190
| -8% | -$241K | 0.1% | 124 |
|
|
2021
Q3 | $3.05M | Buy |
78,894
+6,595
| +9% | +$255K | 0.12% | 110 |
|
|
2021
Q2 | $2.85M | Sell |
72,299
-3,136
| -4% | -$124K | 0.12% | 113 |
|
|
2021
Q1 | $2.84M | Buy |
75,435
+23
| +0% | +$865 | 0.13% | 107 |
|
|
2020
Q4 | $2.72M | Sell |
75,412
-92,630
| -55% | -$3.34M | 0.14% | 102 |
|
|
2020
Q3 | $5.28M | Sell |
168,042
-5,893
| -3% | -$185K | 0.36% | 54 |
|
|
2020
Q2 | $5.18M | Buy |
173,935
+4,513
| +3% | +$134K | 0.37% | 56 |
|
|
2020
Q1 | $4.38M | Sell |
169,422
-10,506
| -6% | -$271K | 0.39% | 59 |
|
|
2019
Q4 | $6.05M | Buy |
179,928
+2,024
| +1% | +$68.1K | 0.48% | 43 |
|
|
2019
Q3 | $5.67M | Sell |
177,904
-143,555
| -45% | -$4.57M | 0.51% | 42 |
|
|
2019
Q2 | $10.3M | Buy |
321,459
+155,225
| +93% | +$4.98M | 0.8% | 19 |
|
|
2019
Q1 | $5.2M | Buy |
166,234
+426
| +0.3% | +$13.3K | 0.76% | 28 |
|
|
2018
Q4 | $4.7M | Buy |
165,808
+115,914
| +232% | +$3.29M | 0.79% | 23 |
|
|
2018
Q3 | $1.67M | Buy |
49,894
+4,743
| +11% | +$159K | 0.39% | 45 |
|
|
2018
Q2 | $1.49M | Buy |
45,151
+1,767
| +4% | +$58.4K | 0.31% | 53 |
|
|
2018
Q1 | $1.46M | Buy |
43,384
+17,380
| +67% | +$586K | 0.32% | 57 |
|
|
2017
Q4 | $886K | Buy |
26,004
+14,433
| +125% | +$492K | 0.1% | 84 |
|
|
2017
Q3 | $387K | Buy |
11,571
+1,529
| +15% | +$51.1K | 0.14% | 94 |
|
|
2017
Q2 | $319K | Buy |
+10,042
| New | +$319K | 0.1% | 153 |
|