One Degree Advisors Inc Schwab Intermediate Term Us Tr Transaction History
One Degree Advisors Inc
- $207 Million
- Q2 2024
A detailed history of One Degree Advisors Inc transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, One Degree Advisors Inc holds 123,958 shares of SCHR stock, worth $6.19 Million. This represents 2.92% of its overall portfolio holdings.
Number of Shares
123,958
Previous 131,479
5.72%
Holding current value
$6.19 Million
Previous $6.45 Million
6.28%
% of portfolio
2.92%
Previous 3.21%
Shares
3 transactions
Others Institutions Holding SCHR
# of Institutions
406Shares Held
142MCall Options Held
2.3KPut Options Held
7.4K-
Charles Schwab Investment Management Inc San Francisco, CA83.2MShares$4.15 Billion0.78% of portfolio
-
Royal Bank Of Canada Toronto, A610.1MShares$505 Million0.12% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.67MShares$233 Million0.06% of portfolio
-
Stifel Financial Corp St. Louis, MO3.74MShares$187 Million0.21% of portfolio
-
Bergan Kdv Wealth Management, LLC1.78MShares$88.9 Million8.79% of portfolio