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SCHDSCHD
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Position history for OneDigital Investment Advisors LLCOneDigital Investment Advisors LLC's holdings in SCHWAB US DVD EQUITY ETF

OneDigital Investment Advisors LLC holds 1.1M shares of SCHD (SCHWAB US DVD EQUITY ETF), worth $33.8M as of 2026-Q2. The position was increased (+46.9% shares). SCHD represents 0.3% of OneDigital Investment Advisors LLC's portfolio.

Current Value

$33.8M

Current Shares

1.1M

Total Value Change

+$12.9M

Total Shares Change

+818,196

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.1M
+46.9%
$33.8M0.3%$31.71
47
2026-Q1
Increased
724,804
+5.3%
$22.2M0.2%$31.59
36
2025-Q4
Decreased
688,038
-9.5%
$18.9M0.2%$27.63
0
2025-Q3
Increased
760,191
+8.8%
$20.8M0.2%$26.83
37
2025-Q2
Decreased
698,589
-1.3%
$18.5M0.2%$25.87
0
2025-Q1
Decreased
707,410
-0.7%
$19.8M0.2%$26.78
0
2024-Q4
Increased
712,412
+188.9%
$19.5M0.2%$26.20
55
2024-Q3
Decreased
246,633
-1.9%
$20.8M0.2%$26.78
0

Other major holders of SCHD: Steward Partners Investment Advisory, LLC, Rakuten Investment Management, Inc., BANK OF AMERICA CORP /DE/

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