OIA
OneDigital Investment Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.9M | Sell |
1,305,338
-286,091
| -18% | -$6.99M | 0.35% | 57 |
|
|
2025
Q1 | $35.1M | Sell |
1,591,429
-348,264
| -18% | -$7.69M | 0.42% | 46 |
|
|
2024
Q4 | $45M | Buy |
1,939,693
+1,136,861
| +142% | +$26.4M | 0.52% | 40 |
|
|
2024
Q3 | $54.5M | Sell |
802,832
-63,864
| -7% | -$4.33M | 0.62% | 34 |
|
|
2024
Q2 | $55.7M | Buy |
866,696
+728,248
| +526% | +$46.8M | 0.7% | 32 |
|
|
2024
Q1 | $8.59M | Sell |
138,448
-1,344
| -1% | -$83.4K | 0.14% | 144 |
|
|
2023
Q4 | $7.88M | Sell |
139,792
-5,077
| -4% | -$286K | 0.14% | 138 |
|
|
2023
Q3 | $7.33M | Sell |
144,869
-13,319
| -8% | -$674K | 0.16% | 122 |
|
|
2023
Q2 | $8.28M | Sell |
158,188
-11,091
| -7% | -$581K | 0.18% | 105 |
|
|
2023
Q1 | $8.19M | Sell |
169,279
-5,954
| -3% | -$288K | 0.19% | 98 |
|
|
2022
Q4 | $7.91M | Buy |
175,233
+8,147
| +5% | +$368K | 0.23% | 88 |
|
|
2022
Q3 | $7.08M | Buy |
167,086
+2,091
| +1% | +$88.6K | 0.26% | 61 |
|
|
2022
Q2 | $7.37M | Sell |
164,995
-9,128
| -5% | -$408K | 0.32% | 47 |
|
|
2022
Q1 | $9.38M | Buy |
174,123
+86,329
| +98% | +$4.65M | 0.35% | 45 |
|
|
2021
Q4 | $9.99M | Sell |
87,794
-4,803
| -5% | -$547K | 0.35% | 43 |
|
|
2021
Q3 | $9.63M | Sell |
92,597
-17,093
| -16% | -$1.78M | 0.38% | 44 |
|
|
2021
Q2 | $11.4M | Buy |
109,690
+7,278
| +7% | +$757K | 0.47% | 36 |
|
|
2021
Q1 | $9.84M | Sell |
102,412
-297
| -0.3% | -$28.5K | 0.46% | 38 |
|
|
2020
Q4 | $9.34M | Sell |
102,709
-6,657
| -6% | -$605K | 0.49% | 41 |
|
|
2020
Q3 | $8.82M | Buy |
109,366
+5,980
| +6% | +$482K | 0.61% | 34 |
|
|
2020
Q2 | $7.66M | Buy |
103,386
+5,465
| +6% | +$405K | 0.55% | 38 |
|
|
2020
Q1 | $6M | Sell |
97,921
-10,598
| -10% | -$649K | 0.53% | 39 |
|
|
2019
Q4 | $8.34M | Sell |
108,519
-1,841
| -2% | -$141K | 0.66% | 28 |
|
|
2019
Q3 | $7.83M | Sell |
110,360
-21,649
| -16% | -$1.54M | 0.7% | 26 |
|
|
2019
Q2 | $9.27M | Buy |
132,009
+51,640
| +64% | +$3.62M | 0.72% | 25 |
|
|
2019
Q1 | $5.43M | Buy |
80,369
+7,673
| +11% | +$519K | 0.79% | 25 |
|
|
2018
Q4 | $4.34M | Buy |
72,696
+50,040
| +221% | +$2.99M | 0.73% | 26 |
|
|
2018
Q3 | $1.58M | Sell |
22,656
-856
| -4% | -$59.5K | 0.37% | 47 |
|
|
2018
Q2 | $1.53M | Sell |
23,512
-1,376
| -6% | -$89.4K | 0.32% | 52 |
|
|
2018
Q1 | $1.57M | Buy |
24,888
+18,688
| +301% | +$1.18M | 0.34% | 56 |
|
|
2017
Q4 | $395K | Buy |
6,200
+339
| +6% | +$21.6K | 0.05% | 153 |
|
|
2017
Q3 | $352K | Sell |
5,861
-731
| -11% | -$43.9K | 0.13% | 100 |
|
|
2017
Q2 | $381K | Buy |
+6,592
| New | +$381K | 0.11% | 138 |
|