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OneDigital Investment Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

OneDigital Investment Advisors’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$17.7M Sell
570,755
-138,301
-20% -$4.4M 0.17% 117
2025
Q4 		$21.3M Sell
709,056
-34,906
-5% -$1.04M 0.21% 97
2025
Q3 		$22.1M Sell
743,962
-39,015
-5% -$1.14M 0.23% 91
2025
Q2 		$22M Sell
782,977
-48,427
-6% -$1.28M 0.24% 84
2025
Q1 		$21.8M Sell
831,404
-202,957
-20% -$5.65M 0.26% 79
2024
Q4 		$28.7M Sell
1,034,361
-103,347
-9% -$2.94M 0.33% 59
2024
Q3 		$31.5M Sell
1,137,708
-40,536
-3% -$1.08M 0.36% 56
2024
Q2 		$30.6M Sell
1,178,244
-33,687
-3% -$881K 0.38% 54
2024
Q1 		$32.9M Sell
1,211,931
-98,283
-8% -$2.51M 0.52% 43
2023
Q4 		$32.9M Sell
1,310,214
-524,919
-29% -$12M 0.58% 40
2023
Q3 		$41.4M Sell
1,835,133
-153,711
-8% -$3.64M 0.9% 25
2023
Q2 		$47.1M Sell
1,988,844
-245,028
-11% -$5.52M 1.04% 21
2023
Q1 		$50.5M Sell
2,233,872
-424,743
-16% -$9.78M 1.18% 20
2022
Q4 		$58.1M Sell
2,658,615
-252,204
-9% -$5.53M 1.69% 12
2022
Q3 		$58.7M Sell
2,910,819
-215,772
-7% -$4.81M 2.18% 11
2022
Q2 		$65.4M Sell
3,126,591
-58,917
-2% -$1.36M 2.81% 8
2022
Q1 		$80.6M Buy
3,185,508
+82,983
+3% +$2.08M 3.04% 8
2021
Q4 		$83.2M Buy
3,102,525
+40,113
+1% +$1.07M 2.94% 8
2021
Q3 		$78.3M Buy
3,062,412
+173,094
+6% +$4.52M 3.1% 5
2021
Q2 		$75.4M Buy
2,889,318
+306,192
+12% +$7.91M 3.1% 5
2021
Q1 		$64.1M Buy
2,583,126
+127,743
+5% +$3.1M 3% 6
2020
Q4 		$55.8M Sell
2,455,383
-906
-0% -$18.9K 2.91% 6
2020
Q3 		$45.4M Buy
2,456,289
+136,056
+6% +$2.52M 3.14% 7
2020
Q2 		$40.7M Buy
2,320,233
+276,237
+14% +$4.5M 2.93% 6
2020
Q1 		$28.7M Sell
2,043,996
-125,535
-6% -$2.3M 2.54% 6
2019
Q4 		$43.5M Buy
2,169,531
+74,862
+4% +$1.45M 3.43% 2
2019
Q3 		$39.5M Sell
2,094,669
-1,111,806
-35% -$21M 3.54% 3
2019
Q2 		$61M Buy
3,206,475
+1,756,851
+121% +$32.9M 4.72% 5
2019
Q1 		$26.8M Buy
1,449,624
+82,350
+6% +$1.47M 3.91% 4
2018
Q4 		$21.8M Sell
1,367,274
-74,190
-5% -$1.3M 3.68% 4
2018
Q3 		$27.8M Buy
1,441,464
+39,828
+3% +$759K 6.52% 3
2018
Q2 		$25.6M Buy
1,401,636
+5,886
+0.4% +$106K 5.38% 3
2018
Q1 		$24.6M Buy
1,395,750
+225,318
+19% +$4.05M 5.4% 1
2017
Q4 		$20.8M Buy
1,170,432
+43,362
+4% +$748K 2.38% 3
2017
Q3 		$18.8M Buy
1,127,070
+75,795
+7% +$1.23M 6.91% 2
2017
Q2 		$16.9M Buy
+1,051,275
New +$16.7M 5.03% 1

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Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

OneDigital Investment Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 20% in Q1 2026, selling an estimated $4.4M and leaving 570,755 shares worth $17.7M. The position accounts for 0.17% of the portfolio, ranked #117.

OneDigital Investment Advisors first reported a position in SCHM in Q2 2017 and has held it in 36 quarters since. The position peaked at $83.2M in Q4 2021. 1,012 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • OneDigital Investment Advisors held 570,755 shares of Schwab US Mid-Cap ETF worth $17.7M as of Q1 2026.
  • OneDigital Investment Advisors sold 138,301 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $4.4M.
  • Schwab US Mid-Cap ETF made up 0.17% of OneDigital Investment Advisors's portfolio in Q1 2026, its #117 holding.
  • OneDigital Investment Advisors first reported a position in Schwab US Mid-Cap ETF in Q2 2017 and has held it in 36 quarters since.
  • OneDigital Investment Advisors's Schwab US Mid-Cap ETF position peaked at $83.2M in Q4 2021.
  • 1,012 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

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