Back to OneDigital Investment Advisors LLC OneDigital Investment Advisors LLC

SCHBSCHB
30 quarters

Position history for OneDigital Investment Advisors LLCOneDigital Investment Advisors LLC's holdings in SCHWAB US BROAD MARKET ETF

OneDigital Investment Advisors LLC holds 729,719 shares of SCHB (SCHWAB US BROAD MARKET ETF), worth $21.1M as of 2026-Q2. The position was decreased (-3.4% shares). SCHB represents 0.2% of OneDigital Investment Advisors LLC's portfolio.

Current Value

$21.1M

Current Shares

729,719

Total Value Change

-$3.1M

Total Shares Change

+373,524

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
729,719
-3.4%
$21.1M0.2%$28.96
0
2026-Q1
Decreased
755,449
-43.3%
$19M0.2%$26.25
0
2025-Q4
Decreased
1.3M
-3.5%
$34.9M0.3%$26.44
0
2025-Q3
Decreased
1.4M
-8.7%
$35.5M0.4%$25.55
0
2025-Q2
Decreased
1.5M
-6.0%
$36.1M0.4%$23.57
0
2025-Q1
Decreased
1.6M
-14.4%
$34.7M0.4%$21.25
0
2024-Q4
Increased
1.9M
+196.4%
$42.7M0.5%$22.51
56
2024-Q3
Increased
634,689
+5.4%
$42.2M0.5%$21.74
37
2024-Q2
Decreased
601,976
-0.8%
$37.8M0.5%$20.57
0
2024-Q1
Decreased
606,524
-5.6%
$37M0.6%$19.91
0
2023-Q4
Increased
642,199
+139.7%
$35.8M0.6%$18.10
66
2023-Q3
Decreased
267,894
-3.2%
$13.4M0.3%$16.14
0
2023-Q2
Decreased
276,751
-8.2%
$14.3M0.3%$16.50
0
2023-Q1
Decreased
301,434
-21.8%
$14.4M0.3%$15.15
0
2022-Q4
Increased
385,356
+87.3%
$17.3M0.5%$14.35
62
2022-Q3
Increased
205,779
+4.4%
$8.6M0.3%$13.57
34
2022-Q2
Decreased
197,187
-8.0%
$8.7M0.4%$14.15
0
2022-Q1
Increased
214,298
+117.7%
$11.4M0.4%$17.13
54
2021-Q4
Decreased
98,457
-7.3%
$11.1M0.4%$17.87
0
2021-Q3
Increased
106,152
+6.3%
$11M0.4%$16.48
35
2021-Q2
Increased
99,832
+5.4%
$10.4M0.4%$16.31
35
2021-Q1
Decreased
94,696
-3.4%
$9.2M0.4%$15.00
0
2020-Q4
Decreased
98,064
-14.2%
$8.9M0.5%$14.10
0
2020-Q3
Decreased
114,336
-27.0%
$9.1M0.6%$12.26
0
2020-Q2
Decreased
156,667
-6.6%
$11.5M0.8%$11.15
0
2020-Q1
Increased
167,719
+11.0%
$10.1M0.9%$9.41
43
2019-Q4
Increased
151,073
+106.7%
$11.6M0.9%$11.69
63
2019-Q3
Decreased
73,105
-29.7%
$5.2M0.5%$10.70
0
2019-Q2
Decreased
104,024
-70.8%
$7.3M0.6%$10.64
0
2019-Q1
New
356,195
-
$24.2M3.5%$10.22
79

Other major holders of SCHB: Wealthfront Advisers LLC, UBS Group AG

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used