OIA
SCHW

OneDigital Investment Advisors’s Charles Schwab SCHW Stock Holding History

OneDigital Investment Advisors’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-1,000
Closed -$3K – 804
2021
Q2 		$3K Hold
1,000
– – ﹤0.01% 737
2021
Q1 		$2K Buy
+1,000
New +$60.6K ﹤0.01% 688

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

OneDigital Investment Advisors's SCHW Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Charles Schwab (SCHW) stake by 20% in Q2 2026, buying an estimated $883K and bringing the position to 57,720 shares worth $5.33M. The position accounts for 0.04% of the portfolio, ranked #298.

OneDigital Investment Advisors first reported a position in SCHW in Q2 2017 and has held it in 31 quarters since. 1,757 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • OneDigital Investment Advisors held 57,720 shares of Charles Schwab worth $5.33M as of Q2 2026.
  • OneDigital Investment Advisors bought 9,678 Charles Schwab shares in Q2 2026, an estimated $883K.
  • Charles Schwab made up 0.04% of OneDigital Investment Advisors's portfolio in Q2 2026, its #298 holding.
  • OneDigital Investment Advisors first reported a position in Charles Schwab in Q2 2017 and has held it in 31 quarters since.
  • 1,757 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.