One Degree Advisors Inc Schwab Intermediate Term Us Tr Transaction History

One Degree Advisors Inc

$243 Million
Q1 2025

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 551,376 shares of SCHR stock, worth $13.7 Million. This represents 5.64% of its overall portfolio holdings.

Number of Shares

551,376

Previous 292,495 88.51%

Holding current value

$13.7 Million

Previous $7.12 Million 92.54%

% of portfolio

5.64%

Previous 2.9%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$24.05 - $24.86 $6.23 Million - $6.44 Million	258,881 Added 88.51%	551,376 $13.7 Million
Q4 2024 Feb 13, 2025	BUY	$24.19 - $50.58 $847,859 - $1.77 Million	35,050 Added 13.61%	292,495 $7.12 Million
Q3 2024 Oct 18, 2024	BUY	$48.4 - $50.91 $6.46 Million - $6.8 Million	133,487 Added 107.69%	257,445 $13.1 Million
Q2 2024 Aug 09, 2024	SELL	$47.85 - $49.0 $359,879 - $368,529	-7,521 Reduced 5.72%	123,958 $6.05 Million
Q1 2024 May 03, 2024	SELL	$48.64 - $49.88 $14,446 - $14,814	-297 Reduced 0.23%	131,479 $6.45 Million
Q4 2023 Feb 07, 2024	BUY	$47.09 - $49.87 $6.21 Million - $6.57 Million	131,776 New	131,776 $6.47 Million

Others Institutions Holding SCHR

# of Institutions

477

Shares Held

360M

Call Options Held

900

Put Options Held

3.05K

View Full List

About SCHWAB INTERMEDIATE-TERM US TR

Ticker SCHR
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One Degree Advisors Inc Schwab Intermediate Term Us Tr Transaction History