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OneDigital Investment Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

OneDigital Investment Advisors’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$218M Buy
7,482,295
+314,046
+4% +$9.76M 2.13% 4
2025
Q4 		$234M Sell
7,168,249
-224,767
-3% -$7.31M 2.29% 4
2025
Q3 		$236M Buy
7,393,016
+127,736
+2% +$3.89M 2.42% 4
2025
Q2 		$212M Sell
7,265,280
-1,036,404
-12% -$27.4M 2.36% 3
2025
Q1 		$208M Buy
8,301,684
+81,847
+1% +$2.24M 2.46% 3
2024
Q4 		$229M Sell
8,219,837
-413,863
-5% -$11.3M 2.66% 3
2024
Q3 		$225M Sell
8,633,700
-137,800
-2% -$3.47M 2.57% 3
2024
Q2 		$221M Buy
8,771,500
+3,907,152
+80% +$92.2M 2.76% 3
2024
Q1 		$113M Buy
4,864,348
+2,512,032
+107% +$55.6M 1.77% 8
2023
Q4 		$48.8M Sell
2,352,316
-205,172
-8% -$3.97M 0.85% 25
2023
Q3 		$46.5M Sell
2,557,488
-170,252
-6% -$3.2M 1.01% 21
2023
Q2 		$51.1M Sell
2,727,740
-343,616
-11% -$5.89M 1.13% 18
2023
Q1 		$50M Sell
3,071,356
-175,764
-5% -$2.67M 1.17% 21
2022
Q4 		$45.1M Sell
3,247,120
-767,648
-19% -$11M 1.31% 15
2022
Q3 		$56M Sell
4,014,768
-242,196
-6% -$3.79M 2.08% 13
2022
Q2 		$61.7M Sell
4,256,964
-117,332
-3% -$1.88M 2.65% 11
2022
Q1 		$81.8M Buy
4,374,296
+146,568
+3% +$2.67M 3.09% 7
2021
Q4 		$86.5M Buy
4,227,728
+104,480
+3% +$2.09M 3.06% 7
2021
Q3 		$76.3M Buy
4,123,248
+157,888
+4% +$3.01M 3.03% 7
2021
Q2 		$72.3M Buy
3,965,360
+379,016
+11% +$6.56M 2.98% 7
2021
Q1 		$58.2M Buy
3,586,344
+154,912
+5% +$2.52M 2.72% 8
2020
Q4 		$55.1M Sell
3,431,432
-20,968
-0.6% -$318K 2.87% 7
2020
Q3 		$49.7M Sell
3,452,400
-122,256
-3% -$1.7M 3.43% 4
2020
Q2 		$45.4M Buy
3,574,656
+156,840
+5% +$1.83M 3.27% 4
2020
Q1 		$34M Sell
3,417,816
-132,336
-4% -$1.51M 3.01% 5
2019
Q4 		$41.2M Buy
3,550,152
+445,256
+14% +$4.91M 3.25% 6
2019
Q3 		$32.6M Sell
3,104,896
-2,225,760
-42% -$23.5M 2.92% 8
2019
Q2 		$55.4M Buy
5,330,656
+2,910,328
+120% +$29.6M 4.29% 7
2019
Q1 		$24M Buy
2,420,328
+217,936
+10% +$2.06M 3.51% 7
2018
Q4 		$19M Sell
2,202,392
-212,056
-9% -$1.98M 3.2% 8
2018
Q3 		$24.8M Buy
2,414,448
+69,288
+3% +$690K 5.8% 6
2018
Q2 		$22.2M Buy
2,345,160
+87,184
+4% +$812K 4.66% 7
2018
Q1 		$20.2M Buy
2,257,976
+364,840
+19% +$3.36M 4.45% 6
2017
Q4 		$16.7M Buy
1,893,136
+78,024
+4% +$671K 1.91% 7
2017
Q3 		$15M Buy
1,815,112
+110,232
+6% +$894K 5.51% 6
2017
Q2 		$13.5M Buy
+1,704,880
New +$13.3M 4.02% 5

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

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

OneDigital Investment Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 4.4% in Q1 2026, buying an estimated $9.76M and bringing the position to 7,482,295 shares worth $218M. The position accounts for 2.13% of the portfolio, ranked #4.

OneDigital Investment Advisors first reported a position in SCHG in Q2 2017 and has held it in 36 quarters since. The position peaked at $236M in Q3 2025. 1,616 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • OneDigital Investment Advisors held 7,482,295 shares of Schwab US Large-Cap Growth ETF worth $218M as of Q1 2026.
  • OneDigital Investment Advisors bought 314,046 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $9.76M.
  • Schwab US Large-Cap Growth ETF made up 2.13% of OneDigital Investment Advisors's portfolio in Q1 2026, its #4 holding.
  • OneDigital Investment Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q2 2017 and has held it in 36 quarters since.
  • OneDigital Investment Advisors's Schwab US Large-Cap Growth ETF position peaked at $236M in Q3 2025.
  • 1,616 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

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