OIA
SCHV

OneDigital Investment Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

OneDigital Investment Advisors’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$21.2M Sell
695,917
-345,686
-33% -$10.8M 0.21% 100
2025
Q4 		$30.8M Sell
1,041,603
-39,677
-4% -$1.16M 0.3% 68
2025
Q3 		$31.5M Sell
1,081,280
-74,694
-6% -$2.12M 0.32% 61
2025
Q2 		$32M Sell
1,155,974
-85,335
-7% -$2.24M 0.36% 56
2025
Q1 		$33M Sell
1,241,309
-277,381
-18% -$7.44M 0.39% 52
2024
Q4 		$39.6M Sell
1,518,690
-124,872
-8% -$3.37M 0.46% 46
2024
Q3 		$44M Sell
1,643,562
-21,036
-1% -$540K 0.5% 40
2024
Q2 		$41.1M Sell
1,664,598
-173,364
-9% -$4.28M 0.51% 40
2024
Q1 		$46.5M Sell
1,837,962
-68,577
-4% -$1.64M 0.73% 31
2023
Q4 		$44.5M Sell
1,906,539
-77,970
-4% -$1.7M 0.78% 30
2023
Q3 		$42.6M Sell
1,984,509
-139,668
-7% -$3.14M 0.92% 23
2023
Q2 		$47.5M Sell
2,124,177
-267,615
-11% -$5.84M 1.05% 20
2023
Q1 		$52.3M Sell
2,391,792
-225,630
-9% -$5.01M 1.23% 16
2022
Q4 		$57.6M Sell
2,617,422
-710,622
-21% -$15.4M 1.67% 13
2022
Q3 		$64.9M Sell
3,328,044
-236,463
-7% -$5.09M 2.41% 8
2022
Q2 		$74.2M Sell
3,564,507
-113,922
-3% -$2.56M 3.18% 7
2022
Q1 		$87.5M Buy
3,678,429
+107,826
+3% +$2.55M 3.31% 6
2021
Q4 		$87.1M Buy
3,570,603
+97,068
+3% +$2.3M 3.08% 6
2021
Q3 		$78.1M Buy
3,473,535
+188,139
+6% +$4.35M 3.1% 6
2021
Q2 		$74.9M Buy
3,285,396
+434,373
+15% +$9.85M 3.08% 6
2021
Q1 		$62M Buy
2,851,023
+155,793
+6% +$3.25M 2.9% 7
2020
Q4 		$53.5M Buy
2,695,230
+399,516
+17% +$7.47M 2.79% 8
2020
Q3 		$39.9M Buy
2,295,714
+361,242
+19% +$6.32M 2.76% 9
2020
Q2 		$32.3M Buy
1,934,472
+248,409
+15% +$4.06M 2.33% 9
2020
Q1 		$24.9M Sell
1,686,063
-188,781
-10% -$3.46M 2.2% 8
2019
Q4 		$37.6M Buy
1,874,844
+84,813
+5% +$1.64M 2.96% 8
2019
Q3 		$33.8M Sell
1,790,031
-1,122,963
-39% -$21M 3.04% 7
2019
Q2 		$54.5M Buy
2,912,994
+1,387,983
+91% +$25.7M 4.22% 8
2019
Q1 		$27.8M Buy
1,525,011
+229,323
+18% +$4.07M 4.07% 3
2018
Q4 		$21.3M Sell
1,295,688
-106,758
-8% -$1.89M 3.59% 5
2018
Q3 		$26.2M Buy
1,402,446
+63,159
+5% +$1.17M 6.15% 5
2018
Q2 		$23.7M Buy
1,339,287
+104,850
+8% +$1.87M 4.97% 6
2018
Q1 		$21.7M Buy
1,234,437
+223,122
+22% +$4.09M 4.78% 4
2017
Q4 		$18.4M Buy
1,011,315
+38,091
+4% +$678K 2.11% 6
2017
Q3 		$16.8M Buy
973,224
+56,061
+6% +$949K 6.17% 5
2017
Q2 		$15.3M Buy
+917,163
New +$15.2M 4.58% 4

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

OneDigital Investment Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 33% in Q1 2026, selling an estimated $10.8M and leaving 695,917 shares worth $21.2M. The position accounts for 0.21% of the portfolio, ranked #100.

OneDigital Investment Advisors first reported a position in SCHV in Q2 2017 and has held it in 36 quarters since. The position peaked at $87.5M in Q1 2022. 964 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • OneDigital Investment Advisors held 695,917 shares of Schwab US Large-Cap Value ETF worth $21.2M as of Q1 2026.
  • OneDigital Investment Advisors sold 345,686 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $10.8M.
  • Schwab US Large-Cap Value ETF made up 0.21% of OneDigital Investment Advisors's portfolio in Q1 2026, its #100 holding.
  • OneDigital Investment Advisors first reported a position in Schwab US Large-Cap Value ETF in Q2 2017 and has held it in 36 quarters since.
  • OneDigital Investment Advisors's Schwab US Large-Cap Value ETF position peaked at $87.5M in Q1 2022.
  • 964 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

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