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SCHASCHA
30 quarters

Position history for OneDigital Investment Advisors LLCOneDigital Investment Advisors LLC's holdings in SCHWAB US SMALL-CAP ETF

OneDigital Investment Advisors LLC holds 509,519 shares of SCHA (SCHWAB US SMALL-CAP ETF), worth $18.4M as of 2026-Q2. The position was increased (+29.1% shares). SCHA represents 0.2% of OneDigital Investment Advisors LLC's portfolio.

Current Value

$18.4M

Current Shares

509,519

Total Value Change

+$13M

Total Shares Change

+432,922

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
509,519
+29.1%
$18.4M0.2%$36.13
42
2026-Q1
Increased
394,701
+0.4%
$11.5M0.1%$30.18
33
2025-Q4
Decreased
393,300
-2.5%
$11.2M0.1%$28.73
0
2025-Q3
Decreased
403,383
-1.1%
$11.3M0.1%$27.74
0
2025-Q2
Decreased
407,961
-6.9%
$10.3M0.1%$25.08
0
2025-Q1
Decreased
438,332
-23.4%
$10.3M0.1%$23.22
0
2024-Q4
Increased
572,459
+103.1%
$14.8M0.2%$25.50
54
2024-Q3
Decreased
281,858
-1.1%
$14.5M0.2%$25.20
0
2024-Q2
Increased
285,004
+1.2%
$13.5M0.2%$23.19
34
2024-Q1
Decreased
281,729
-1.0%
$13.9M0.2%$23.98
0
2023-Q4
Decreased
284,542
-7.7%
$13.4M0.2%$22.96
0
2023-Q3
Decreased
308,136
-2.0%
$12.8M0.3%$20.02
0
2023-Q2
Decreased
314,591
-3.1%
$13.8M0.3%$21.01
0
2023-Q1
Decreased
324,630
-1.0%
$13.6M0.3%$19.73
0
2022-Q4
Decreased
327,785
-7.2%
$13.3M0.4%$19.38
0
2022-Q3
Increased
353,246
+1.2%
$13.4M0.5%$18.12
34
2022-Q2
Decreased
348,934
-2.1%
$13.6M0.6%$18.68
0
2022-Q1
Increased
356,350
+91.9%
$16.9M0.6%$22.71
63
2021-Q4
Decreased
185,670
-2.7%
$19M0.7%$24.20
0
2021-Q3
Decreased
190,827
-1.7%
$19.1M0.8%$23.78
0
2021-Q2
Decreased
194,169
-1.6%
$20.2M0.8%$24.38
0
2021-Q1
Decreased
197,220
-0.5%
$19.7M0.9%$23.09
0
2020-Q4
Decreased
198,222
-4.5%
$17.7M0.9%$20.80
0
2020-Q3
Decreased
207,459
-0.9%
$14.2M1.0%$15.82
0
2020-Q2
Increased
209,384
+2.4%
$13.7M1.0%$14.93
40
2020-Q1
Increased
204,405
+97.6%
$10.6M0.9%$11.98
63
2019-Q4
Increased
103,454
+0.7%
$7.8M0.6%$17.36
39
2019-Q3
Decreased
102,724
-23.8%
$7.2M0.6%$15.91
0
2019-Q2
Increased
134,750
+75.9%
$9.6M0.7%$16.29
59
2019-Q1
New
76,597
-
$5.4M0.8%$15.88
53

Other major holders of SCHA: CHARLES SCHWAB INVESTMENT MANAGEMENT INC, Empower Advisory Group, LLC, BANK OF AMERICA CORP /DE/

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