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SCHGSCHG
30 quarters

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

OneDigital Investment Advisors LLC holds 7.8M shares of SCHG (SCHWAB US LARGE-CAP GROWTH), worth $263.1M as of 2026-Q2. The position was increased (+3.9% shares). SCHG represents 2.2% of OneDigital Investment Advisors LLC's 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%$25.06
81
2024-Q1
Increased
1.2M
+106.8%
$112.8M1.8%$23.01
76
2023-Q4
Decreased
588,079
-8.0%
$48.8M0.9%$20.57
0
2023-Q3
Decreased
639,372
-6.2%
$46.5M1.0%$18.00
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%$13.70
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%$10.10
0
2019-Q2
Increased
666,332
+120.3%
$55.4M4.3%$10.05
87
2019-Q1
New
302,541
-
$24M3.5%$9.57
79

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

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