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OneDigital Investment Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

OneDigital Investment Advisors’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$33.7M Sell
1,456,131
-147,021
-9% -$3.4M 0.28% 74
2026
Q1 		$37.2M Sell
1,603,152
-1,514,810
-49% -$35.5M 0.36% 55
2025
Q4 		$72.9M Sell
3,117,962
-201,323
-6% -$4.73M 0.71% 31
2025
Q3 		$77.9M Sell
3,319,285
-330,071
-9% -$7.67M 0.8% 27
2025
Q2 		$84.8M Sell
3,649,356
-282,310
-7% -$6.48M 0.94% 23
2025
Q1 		$91.1M Sell
3,931,666
-313,991
-7% -$7.19M 1.08% 19
2024
Q4 		$96.4M Buy
4,245,657
+936,423
+28% +$21.6M 1.12% 19
2024
Q3 		$78.6M Sell
3,309,234
-81,318
-2% -$1.9M 0.9% 22
2024
Q2 		$77.3M Buy
3,390,552
+37,660
+1% +$854K 0.97% 19
2024
Q1 		$77.1M Sell
3,352,892
-349,086
-9% -$8.03M 1.21% 14
2023
Q4 		$86.3M Buy
3,701,978
+138,060
+4% +$3.09M 1.51% 9
2023
Q3 		$78.8M Sell
3,563,918
-444,728
-11% -$10.1M 1.71% 9
2023
Q2 		$92.5M Sell
4,008,646
-436,456
-10% -$10.2M 2.05% 7
2023
Q1 		$104M Sell
4,445,102
-462,508
-9% -$10.8M 2.44% 4
2022
Q4 		$112M Sell
4,907,610
-1,728,510
-26% -$39.4M 3.25% 2
2022
Q3 		$150M Sell
6,636,120
-667,804
-9% -$15.9M 5.57% 1
2022
Q2 		$175M Sell
7,303,924
-313,418
-4% -$7.59M 7.51% 1
2022
Q1 		$193M Buy
7,617,342
+230,784
+3% +$5.99M 7.27% 1
2021
Q4 		$199M Buy
7,386,558
+331,108
+5% +$8.95M 7.05% 1
2021
Q3 		$191M Buy
7,055,450
+383,620
+6% +$10.5M 7.59% 1
2021
Q2 		$182M Buy
6,671,830
+760,044
+13% +$20.6M 7.5% 1
2021
Q1 		$159M Buy
5,911,786
+579,176
+11% +$15.9M 7.46% 1
2020
Q4 		$149M Buy
5,332,610
+3,167,834
+146% +$88.6M 7.78% 1
2020
Q3 		$60.7M Buy
2,164,776
+144,156
+7% +$4.07M 4.19% 1
2020
Q2 		$56.8M Buy
2,020,620
+122,868
+6% +$3.42M 4.09% 1
2020
Q1 		$51.5M Buy
1,897,752
+44,852
+2% +$1.21M 4.56% 1
2019
Q4 		$49.5M Buy
1,852,900
+253,810
+16% +$6.8M 3.9% 1
2019
Q3 		$43.1M Sell
1,599,090
-1,068,846
-40% -$28.6M 3.86% 1
2019
Q2 		$70.7M Buy
2,667,936
+1,871,332
+235% +$48.7M 5.47% 1
2019
Q1 		$20.7M Buy
796,604
+25,832
+3% +$659K 3.02% 8
2018
Q4 		$19.5M Sell
770,772
-574,022
-43% -$14.3M 3.29% 7
2018
Q3 		$33.8M Buy
1,344,794
+52,926
+4% +$1.34M 7.92% 1
2018
Q2 		$32.7M Buy
1,291,868
+465,280
+56% +$11.8M 6.86% 1
2018
Q1 		$21.1M Sell
826,588
-235,310
-22% -$6.02M 4.63% 5
2017
Q4 		$27.6M Buy
1,061,898
+344,012
+48% +$8.97M 3.16% 2
2017
Q3 		$18.8M Buy
717,886
+672,830
+1,493% +$17.6M 6.9% 3
2017
Q2 		$1.18M Buy
+45,056
New +$1.18M 0.35% 52

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

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

OneDigital Investment Advisors reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 9.2% in Q2 2026, selling an estimated $3.4M and leaving 1,456,131 shares worth $33.7M. The position accounts for 0.28% of the portfolio, ranked #74.

OneDigital Investment Advisors first reported a position in SCHZ in Q2 2017 and has held it in 37 quarters since. The position peaked at $199M in Q4 2021. 670 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • OneDigital Investment Advisors held 1,456,131 shares of Schwab US Aggregate Bond ETF worth $33.7M as of Q2 2026.
  • OneDigital Investment Advisors sold 147,021 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $3.4M.
  • Schwab US Aggregate Bond ETF made up 0.28% of OneDigital Investment Advisors's portfolio in Q2 2026, its #74 holding.
  • OneDigital Investment Advisors first reported a position in Schwab US Aggregate Bond ETF in Q2 2017 and has held it in 37 quarters since.
  • OneDigital Investment Advisors's Schwab US Aggregate Bond ETF position peaked at $199M in Q4 2021.
  • 670 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

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