How many shares of SCHM does OneDigital Investment Advisors LLC own?

As of 2026-Q2, OneDigital Investment Advisors LLC holds 568,557 shares of SCHM (SCHWAB US MID CAP ETF).

What is OneDigital Investment Advisors LLC's SCHM position worth?

As of 2026-Q2, OneDigital Investment Advisors LLC's SCHM position is worth $21M.

Is OneDigital Investment Advisors LLC buying or selling SCHM?

In 2026-Q2, OneDigital Investment Advisors LLC decreased their SCHM position (-0.4% change in shares).

When did OneDigital Investment Advisors LLC first buy SCHM?

Based on available 13F filings, OneDigital Investment Advisors LLC first reported a position in SCHM in 2019-Q1. They have held the position across 30 quarters.

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OneDigital Investment Advisors LLC

SCHM
30 quarters

Position history for OneDigital Investment Advisors LLC's holdings in SCHWAB US MID CAP ETF

Current Value

$21M

Current Shares

568,557

Total Value Change

-$5.8M

Total Shares Change

+85,349

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	568,557	-0.4%	$21M	0.2%	$36.87	0
2026-Q1	Decreased	570,755	-19.5%	$17.7M	0.2%	$32.49	0
2025-Q4	Decreased	709,056	-4.7%	$21.3M	0.2%	$30.38	0
2025-Q3	Decreased	743,962	-5.0%	$22.1M	0.2%	$29.49	0
2025-Q2	Decreased	782,977	-5.8%	$22M	0.2%	$27.71	0
2025-Q1	Decreased	831,404	-19.6%	$21.8M	0.3%	$25.85	0
2024-Q4	Increased	1M	+172.8%	$28.7M	0.3%	$27.25	55
2024-Q3	Decreased	379,236	-3.4%	$31.5M	0.4%	$27.17	0
2024-Q2	Decreased	392,748	-2.8%	$30.6M	0.4%	$25.35	0
2024-Q1	Decreased	403,977	-7.5%	$32.9M	0.5%	$26.44	0
2023-Q4	Decreased	436,738	-28.6%	$32.9M	0.6%	$24.37	0
2023-Q3	Decreased	611,711	-7.7%	$41.4M	0.9%	$21.80	0
2023-Q2	Decreased	662,948	-11.0%	$47.1M	1.0%	$22.61	0
2023-Q1	Decreased	744,624	-16.0%	$50.5M	1.2%	$21.30	0
2022-Q4	Decreased	886,205	-8.7%	$58.1M	1.7%	$20.89	0
2022-Q3	Decreased	970,273	-6.9%	$58.7M	2.2%	$19.30	0
2022-Q2	Decreased	1M	-1.9%	$65.4M	2.8%	$19.97	0
2022-Q1	Increased	1.1M	+2.7%	$80.6M	3.0%	$24.14	56
2021-Q4	Increased	1M	+1.3%	$83.2M	2.9%	$25.21	52
2021-Q3	Increased	1M	+6.0%	$78.3M	3.1%	$24.25	58
2021-Q2	Increased	963,106	+11.8%	$75.4M	3.1%	$24.34	61
2021-Q1	Increased	861,042	+5.2%	$64.1M	3.0%	$22.95	53
2020-Q4	Decreased	818,461	-0.0%	$55.8M	2.9%	$21.05	0
2020-Q3	Increased	818,763	+5.9%	$45.4M	3.1%	$17.01	57
2020-Q2	Increased	773,411	+13.5%	$40.7M	2.9%	$15.94	57
2020-Q1	Decreased	681,332	-5.8%	$28.7M	2.5%	$13.12	0
2019-Q4	Increased	723,177	+3.6%	$43.5M	3.4%	$18.27	55
2019-Q3	Decreased	698,223	-34.7%	$39.5M	3.5%	$17.03	0
2019-Q2	Increased	1.1M	+121.2%	$61M	4.7%	$17.22	87
2019-Q1	New	483,208	-	$26.8M	3.9%	$16.65	79

Other major holders of SCHM: Financial Engines Advisors L.L.C.

SCHM30 quarters

SCHM
30 quarters