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OneDigital Investment Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History

OneDigital Investment Advisors’s Portfolio SCHK Stock Details SCHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$312K Buy
9,955
+50
+0.5% +$1.64K ﹤0.01% 1161
2025
Q4 		$325K Sell
9,905
-2,227
-18% -$72.5K ﹤0.01% 1169
2025
Q3 		$390K Buy
12,132
+7
+0.1% +$217 ﹤0.01% 1046
2025
Q2 		$362K Buy
12,125
+358
+3% +$9.87K ﹤0.01% 1054
2025
Q1 		$317K Buy
11,767
+400
+4% +$11.4K ﹤0.01% 1074
2024
Q4 		$322K Sell
11,367
-405
-3% -$11.5K ﹤0.01% 1099
2024
Q3 		$325K Buy
11,772
+2
+0% +$53 ﹤0.01% 1117
2024
Q2 		$308K Hold
11,770
– – ﹤0.01% 1100
2024
Q1 		$298K Buy
11,770
+2
+0% +$48 ﹤0.01% 914
2023
Q4 		$271K Buy
11,768
+2
+0% +$43 ﹤0.01% 949
2023
Q3 		$243K Buy
11,766
+2
+0% +$43 0.01% 876
2023
Q2 		$252K Sell
11,764
-2,060
-15% -$41.7K 0.01% 881
2023
Q1 		$273K Sell
13,824
-350
-2% -$6.76K 0.01% 814
2022
Q4 		$262K Sell
14,174
-394
-3% -$7.32K 0.01% 707
2022
Q3 		$252K Buy
+14,568
New +$280K 0.01% 648

Other funds holding SCHK

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
WIM
Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
PSA
Plum Street Advisors New Orleans, Louisiana $289M AUM 17.28% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.37B AUM 23.84% 1-Year Est. Return

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

OneDigital Investment Advisors increased its Schwab 1000 Index ETF (SCHK) stake by 0.5% in Q1 2026, buying an estimated $1.64K and bringing the position to 9,955 shares worth $312K. The position accounts for ﹤0.01% of the portfolio, ranked #1161.

OneDigital Investment Advisors first reported a position in SCHK in Q3 2022 and has held it in 15 quarters since. The position peaked at $390K in Q3 2025. 236 funds tracked by Wall St. Rank hold SCHK as of Q1 2026.

  • OneDigital Investment Advisors held 9,955 shares of Schwab 1000 Index ETF worth $312K as of Q1 2026.
  • OneDigital Investment Advisors bought 50 Schwab 1000 Index ETF shares in Q1 2026, an estimated $1.64K.
  • Schwab 1000 Index ETF made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #1161 holding.
  • OneDigital Investment Advisors first reported a position in Schwab 1000 Index ETF in Q3 2022 and has held it in 15 quarters since.
  • OneDigital Investment Advisors's Schwab 1000 Index ETF position peaked at $390K in Q3 2025.
  • 236 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2026.

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