Back to OneDigital Investment Advisors LLC OneDigital Investment Advisors LLC

SCHZSCHZ
Showing 8 of 30 quarters

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

Yes. OneDigital Investment Advisors holds 1,456,131 shares of SCHZ, worth $33.7M, as of its Q2 2026 13F filing. It reduced the position by 147,021 shares (-9.2%) from Q1 2026. OneDigital Investment Advisors has held SCHZ in every 13F on record since Q1 2019, 30 quarterly filings. SCHZ is 0.3% of OneDigital Investment Advisors' reported 13F 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%$22.81
0
2025-Q4
Decreased
3.1M
-6.1%
$72.9M0.7%$22.80
0
2025-Q3
Decreased
3.3M
-9.0%
$77.9M0.8%$22.60
0
2025-Q2
Decreased
3.6M
-7.2%
$84.8M0.9%$22.15
0
2025-Q1
Decreased
3.9M
-7.4%
$91.1M1.1%$21.85
0
2024-Q4
Increased
4.2M
+156.6%
$96.4M1.1%$21.26
76
2024-Q3
Decreased
1.7M
-2.4%
$78.6M0.9%$21.97
0

Other major holders of SCHZ: CHARLES SCHWAB INVESTMENT MANAGEMENT INC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used