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

OneDigital Investment Advisors’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$28.8M Sell
1,124,711
-20,820
-2% -$558K 0.28% 71
2025
Q4 		$30.8M Sell
1,145,531
-127,325
-10% -$3.4M 0.3% 69
2025
Q3 		$33.5M Sell
1,272,856
-32,482
-2% -$825K 0.34% 57
2025
Q2 		$31.9M Sell
1,305,338
-286,091
-18% -$6.47M 0.35% 57
2025
Q1 		$35.1M Sell
1,591,429
-348,264
-18% -$8.11M 0.42% 46
2024
Q4 		$45M Sell
1,939,693
-468,803
-19% -$10.9M 0.52% 40
2024
Q3 		$54.5M Sell
2,408,496
-191,592
-7% -$4.17M 0.62% 34
2024
Q2 		$55.7M Buy
2,600,088
+2,184,744
+526% +$45.1M 0.7% 32
2024
Q1 		$8.59M Sell
415,344
-4,032
-1% -$79.4K 0.14% 144
2023
Q4 		$7.88M Sell
419,376
-15,231
-4% -$267K 0.14% 138
2023
Q3 		$7.33M Sell
434,607
-39,957
-8% -$701K 0.16% 122
2023
Q2 		$8.28M Sell
474,564
-33,273
-7% -$549K 0.18% 105
2023
Q1 		$8.19M Sell
507,837
-17,862
-3% -$281K 0.19% 98
2022
Q4 		$7.91M Buy
525,699
+24,441
+5% +$370K 0.23% 88
2022
Q3 		$7.08M Buy
501,258
+6,273
+1% +$98.4K 0.26% 61
2022
Q2 		$7.37M Sell
494,985
-27,384
-5% -$444K 0.32% 47
2022
Q1 		$9.38M Sell
522,369
-4,395
-0.8% -$77.8K 0.35% 45
2021
Q4 		$9.99M Sell
526,764
-28,818
-5% -$532K 0.35% 45
2021
Q3 		$9.63M Sell
555,582
-102,558
-16% -$1.83M 0.38% 44
2021
Q2 		$11.4M Buy
658,140
+43,668
+7% +$737K 0.47% 36
2021
Q1 		$9.84M Sell
614,472
-1,782
-0.3% -$27.9K 0.46% 38
2020
Q4 		$9.34M Sell
616,254
-39,942
-6% -$572K 0.49% 41
2020
Q3 		$8.82M Buy
656,196
+35,880
+6% +$477K 0.61% 34
2020
Q2 		$7.66M Buy
620,316
+32,790
+6% +$382K 0.55% 38
2020
Q1 		$6M Sell
587,526
-63,588
-10% -$772K 0.53% 39
2019
Q4 		$8.34M Sell
651,114
-11,046
-2% -$135K 0.66% 28
2019
Q3 		$7.83M Sell
662,160
-129,894
-16% -$1.53M 0.7% 26
2019
Q2 		$9.27M Buy
792,054
+309,840
+64% +$3.56M 0.72% 25
2019
Q1 		$5.43M Buy
482,214
+46,038
+11% +$499K 0.79% 25
2018
Q4 		$4.34M Buy
436,176
+300,240
+221% +$3.22M 0.73% 26
2018
Q3 		$1.58M Sell
135,936
-5,136
-4% -$58.4K 0.37% 47
2018
Q2 		$1.53M Sell
141,072
-8,256
-6% -$89K 0.32% 52
2018
Q1 		$1.57M Buy
149,328
+112,128
+301% +$1.22M 0.34% 56
2017
Q4 		$395K Buy
37,200
+2,034
+6% +$21.1K 0.05% 153
2017
Q3 		$352K Sell
35,166
-4,386
-11% -$43.1K 0.13% 100
2017
Q2 		$381K Buy
+39,552
New +$377K 0.11% 138

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

OneDigital Investment Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 1.8% in Q1 2026, selling an estimated $558K and leaving 1,124,711 shares worth $28.8M. The position accounts for 0.28% of the portfolio, ranked #71.

OneDigital Investment Advisors first reported a position in SCHX in Q2 2017 and has held it in 36 quarters since. The position peaked at $55.7M in Q2 2024. 1,535 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • OneDigital Investment Advisors held 1,124,711 shares of Schwab US Large- Cap ETF worth $28.8M as of Q1 2026.
  • OneDigital Investment Advisors sold 20,820 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $558K.
  • Schwab US Large- Cap ETF made up 0.28% of OneDigital Investment Advisors's portfolio in Q1 2026, its #71 holding.
  • OneDigital Investment Advisors first reported a position in Schwab US Large- Cap ETF in Q2 2017 and has held it in 36 quarters since.
  • OneDigital Investment Advisors's Schwab US Large- Cap ETF position peaked at $55.7M in Q2 2024.
  • 1,535 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

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