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SCHVSCHV
30 quarters

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

OneDigital Investment Advisors LLC holds 671,980 shares of SCHV (SCHWAB US LARGE-CAP VALUE), worth $23.4M as of 2026-Q2. The position was decreased (-3.4% shares). SCHV represents 0.2% of OneDigital Investment Advisors LLC's portfolio.

Current Value

$23.4M

Current Shares

671,980

Total Value Change

-$4.4M

Total Shares Change

+163,643

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
671,980
-3.4%
$23.4M0.2%$34.81
0
2026-Q1
Decreased
695,917
-33.2%
$21.2M0.2%$31.74
0
2025-Q4
Decreased
1M
-3.7%
$30.8M0.3%$29.84
0
2025-Q3
Decreased
1.1M
-6.5%
$31.5M0.3%$28.87
0
2025-Q2
Decreased
1.2M
-6.9%
$32M0.4%$27.25
0
2025-Q1
Decreased
1.2M
-18.3%
$33M0.4%$25.90
0
2024-Q4
Increased
1.5M
+177.2%
$39.6M0.5%$25.40
56
2024-Q3
Decreased
547,854
-1.3%
$44M0.5%$25.98
0
2024-Q2
Decreased
554,866
-9.4%
$41.1M0.5%$23.90
0
2024-Q1
Decreased
612,654
-3.6%
$46.5M0.7%$24.37
0
2023-Q4
Decreased
635,513
-3.9%
$44.5M0.8%$22.36
0
2023-Q3
Decreased
661,503
-6.6%
$42.6M0.9%$20.42
0
2023-Q2
Decreased
708,059
-11.2%
$47.5M1.1%$20.93
0
2023-Q1
Decreased
797,264
-8.6%
$52.3M1.2%$20.26
0
2022-Q4
Decreased
872,474
-21.4%
$57.6M1.7%$20.53
0
2022-Q3
Decreased
1.1M
-6.6%
$64.9M2.4%$18.33
0
2022-Q2
Decreased
1.2M
-3.1%
$74.2M3.2%$19.23
0
2022-Q1
Increased
1.2M
+3.0%
$87.5M3.3%$22.08
56
2021-Q4
Increased
1.2M
+2.8%
$87.1M3.1%$22.21
56
2021-Q3
Increased
1.2M
+5.7%
$78.1M3.1%$20.68
58
2021-Q2
Increased
1.1M
+15.2%
$74.9M3.1%$20.46
63
2021-Q1
Increased
950,341
+5.8%
$62M2.9%$19.55
54
2020-Q4
Increased
898,410
+17.4%
$53.5M2.8%$17.57
59
2020-Q3
Increased
765,238
+18.7%
$39.9M2.8%$15.30
59
2020-Q2
Increased
644,824
+14.7%
$32.3M2.3%$14.45
57
2020-Q1
Decreased
562,021
-10.1%
$24.9M2.2%$13.06
0
2019-Q4
Increased
624,948
+4.7%
$37.6M3.0%$17.21
52
2019-Q3
Decreased
596,677
-38.5%
$33.8M3.0%$16.05
0
2019-Q2
Increased
970,998
+91.0%
$54.5M4.2%$15.82
85
2019-Q1
New
508,337
-
$27.8M4.1%$15.32
80

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

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