OIA
SCHR

OneDigital Investment Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

OneDigital Investment Advisors’s Portfolio SCHR Stock Details SCHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$262K Buy
10,503
+1,847
+21% +$46.3K ﹤0.01% 1260
2025
Q4 		$217K Sell
8,656
-1,498
-15% -$37.7K ﹤0.01% 1399
2025
Q3 		$255K Buy
10,154
+202
+2% +$5.05K ﹤0.01% 1282
2025
Q2 		$249K Sell
9,952
-3,767
-27% -$93.3K ﹤0.01% 1271
2025
Q1 		$341K Sell
13,719
-17,703
-56% -$433K ﹤0.01% 1030
2024
Q4 		$763K Sell
31,422
-76
-0.2% -$1.87K 0.01% 729
2024
Q3 		$797K Sell
31,498
-3,534
-10% -$88.3K 0.01% 743
2024
Q2 		$854K Buy
35,032
+6,132
+21% +$148K 0.01% 674
2024
Q1 		$709K Buy
28,900
+5,394
+23% +$133K 0.01% 618
2023
Q4 		$584K Buy
23,506
+1,946
+9% +$47K 0.01% 658
2023
Q3 		$517K Sell
21,560
-938
-4% -$22.8K 0.01% 630
2023
Q2 		$554K Buy
22,498
+1,574
+8% +$39.4K 0.01% 603
2023
Q1 		$528K Buy
20,924
+7,900
+61% +$197K 0.01% 598
2022
Q4 		$321K Buy
13,024
+434
+3% +$10.7K 0.01% 651
2022
Q3 		$309K Buy
12,590
+1,750
+16% +$44.7K 0.01% 597
2022
Q2 		$280K Buy
10,840
+168
+2% +$4.34K 0.01% 578
2022
Q1 		$284K Sell
10,672
-1,500
-12% -$41K 0.01% 615
2021
Q4 		$342K Sell
12,172
-98
-0.8% -$2.76K 0.01% 560
2021
Q3 		$348K Buy
12,270
+1,828
+18% +$52.3K 0.01% 532
2021
Q2 		$297K Buy
10,442
+742
+8% +$21.1K 0.01% 559
2021
Q1 		$274K Sell
9,700
-2,346
-19% -$67.3K 0.01% 535
2020
Q4 		$351K Sell
12,046
-3,816
-24% -$111K 0.02% 442
2020
Q3 		$465K Sell
15,862
-21,212
-57% -$623K 0.03% 324
2020
Q2 		$1.09M Sell
37,074
-8,462
-19% -$248K 0.08% 197
2020
Q1 		$1.34M Sell
45,536
-4,458
-9% -$126K 0.12% 163
2019
Q4 		$1.37M Buy
+49,994
New +$1.38M 0.11% 162
2019
Q3 		– Sell
-776
Closed -$21K – 1041
2019
Q2 		$21K Buy
776
+2
+0.3% +$54 ﹤0.01% 802
2019
Q1 		$21K Buy
774
+2
+0.3% +$53 ﹤0.01% 717
2018
Q4 		$20K Buy
772
+402
+109% +$10.4K ﹤0.01% 695
2018
Q3 		$10K Buy
370
+4
+1% +$104 ﹤0.01% 831
2018
Q2 		$10K Sell
366
-1,318
-78% -$34.3K ﹤0.01% 1047
2018
Q1 		$44K Sell
1,684
-244
-13% -$6.41K 0.01% 557
2017
Q4 		$51K Buy
1,928
+8
+0.4% +$215 0.01% 504
2017
Q3 		$52K Sell
1,920
-420
-18% -$11.4K 0.02% 377
2017
Q2 		$63K Buy
+2,340
New +$63.2K 0.02% 416

Other funds holding SCHR

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CWA
Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

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

OneDigital Investment Advisors increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 21% in Q1 2026, buying an estimated $46.3K and bringing the position to 10,503 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #1260.

OneDigital Investment Advisors first reported a position in SCHR in Q2 2017 and has held it in 35 quarters since. The position peaked at $1.37M in Q4 2019. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

  • OneDigital Investment Advisors held 10,503 shares of Schwab Intermediately-Term US Treasury ETF worth $262K as of Q1 2026.
  • OneDigital Investment Advisors bought 1,847 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $46.3K.
  • Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #1260 holding.
  • OneDigital Investment Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2017 and has held it in 35 quarters since.
  • OneDigital Investment Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $1.37M in Q4 2019.
  • 510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

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