Back to OneDigital Investment Advisors LLC OneDigital Investment Advisors LLC

SCHGSCHG
30 quarters

Position history for OneDigital Investment Advisors LLCOneDigital Investment Advisors LLC's holdings in SCHWAB STRATEGIC TR

Yes. OneDigital Investment Advisors holds 7,776,295 shares of SCHG, worth $263.1M, as of its Q2 2026 13F filing. It increased the position by 294,000 shares (+3.9%) from Q1 2026. OneDigital Investment Advisors has held SCHG in every 13F on record since Q1 2019, 30 quarterly filings. SCHG is 2.2% of OneDigital Investment Advisors' reported 13F portfolio.

Current Value

$263.1M

Current Shares

7.8M

Total Value Change

+$239.1M

Total Shares Change

+7.5M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
7.8M
+3.9%
$263.1M2.2%$33.84
55
2026-Q1
Increased
7.5M
+4.4%
$218M2.1%$29.10
55
2025-Q4
Decreased
7.2M
-3.0%
$233.8M2.3%$32.55
0
2025-Q3
Increased
7.4M
+1.8%
$235.9M2.4%$31.81
53
2025-Q2
Decreased
7.3M
-12.5%
$212.2M2.4%$29.09
0
2025-Q1
Increased
8.3M
+1.0%
$207.9M2.5%$24.91
53
2024-Q4
Increased
8.2M
+280.8%
$229.1M2.7%$27.70
85
2024-Q3
Decreased
2.2M
-1.6%
$224.9M2.6%$25.86
0
2024-Q2
Increased
2.2M
+80.3%
$221.1M2.8%$25.00
81
2024-Q1
Increased
1.2M
+106.8%
$112.8M1.8%$22.96
76
2023-Q4
Decreased
588,079
-8.0%
$48.8M0.9%$20.52
0
2023-Q3
Decreased
639,372
-6.2%
$46.5M1.0%$17.96
0
2023-Q2
Decreased
681,935
-11.2%
$51.1M1.1%$18.49
0
2023-Q1
Decreased
767,839
-5.4%
$50M1.2%$16.06
0
2022-Q4
Decreased
811,780
-19.1%
$45.1M1.3%$13.67
0
2022-Q3
Decreased
1M
-5.7%
$56M2.1%$13.71
0
2022-Q2
Decreased
1.1M
-2.7%
$61.7M2.7%$14.23
0
2022-Q1
Increased
1.1M
+106.9%
$81.8M3.1%$18.34
88
2021-Q4
Increased
528,466
+2.5%
$86.5M3.1%$20.05
56
2021-Q3
Increased
515,406
+4.0%
$76.3M3.0%$18.10
57
2021-Q2
Increased
495,670
+10.6%
$72.3M3.0%$17.82
56
2021-Q1
Increased
448,293
+4.5%
$58.2M2.7%$15.83
53
2020-Q4
Decreased
428,929
-0.6%
$55.1M2.9%$15.65
0
2020-Q3
Decreased
431,550
-3.4%
$49.7M3.4%$14.02
0
2020-Q2
Increased
446,832
+4.6%
$45.4M3.3%$12.34
56
2020-Q1
Decreased
427,227
-3.7%
$34M3.0%$9.66
0
2019-Q4
Increased
443,769
+14.3%
$41.2M3.2%$11.25
61
2019-Q3
Decreased
388,112
-41.8%
$32.6M2.9%$10.15
0
2019-Q2
Increased
666,332
+120.3%
$55.4M4.3%$10.03
87
2019-Q1
First report
302,541
-
$24M3.5%$9.55
0

Other major holders of SCHG: CHARLES SCHWAB INVESTMENT MANAGEMENT INC, ENVESTNET ASSET MANAGEMENT INC

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