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SCHZSCHZ
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Position history for OneDigital Investment Advisors LLCOneDigital Investment Advisors LLC's holdings in SCHWAB US AGGREGATE BOND ETF

OneDigital Investment Advisors LLC holds 1.5M shares of SCHZ (SCHWAB US AGGREGATE BOND ETF), worth $33.7M as of 2026-Q2. The position was decreased (-9.2% shares). SCHZ represents 0.3% of OneDigital Investment Advisors LLC's portfolio.

Current Value

$33.7M

Current Shares

1.5M

Total Value Change

-$44.9M

Total Shares Change

-198,486

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
1.5M
-9.2%
$33.7M0.3%$22.96
0
2026-Q1
Decreased
1.6M
-48.6%
$37.2M0.4%$23.53
0
2025-Q4
Decreased
3.1M
-6.1%
$72.9M0.7%$23.34
0
2025-Q3
Decreased
3.3M
-9.0%
$77.9M0.8%$23.09
0
2025-Q2
Decreased
3.6M
-7.2%
$84.8M0.9%$22.53
0
2025-Q1
Decreased
3.9M
-7.4%
$91.1M1.1%$22.28
0
2024-Q4
Increased
4.2M
+156.6%
$96.4M1.1%$21.74
76
2024-Q3
Decreased
1.7M
-2.4%
$78.6M0.9%$22.48
0

Other major holders of SCHZ: BNP PARIBAS FINANCIAL MARKETS, CHARLES SCHWAB INVESTMENT MANAGEMENT INC

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