One Degree Advisors Inc Schwab Intermediate Term Us Tr Transaction History
One Degree Advisors Inc
- $201 Million
- Q1 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 131,479 shares of SCHR stock, worth $6.43 Million. This represents 3.21% of its overall portfolio holdings.
Number of Shares
131,479
Previous 131,776
0.23%
Holding current value
$6.43 Million
Previous $6.47 Million
0.31%
% of portfolio
3.21%
Previous 3.31%
Shares
2 transactions
Others Institutions Holding SCHR
# of Institutions
381Shares Held
142MCall Options Held
3.1KPut Options Held
4.5K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA81MShares$3.97 Billion5.46% of portfolio
-
Royal Bank Of Canada Toronto, A611.6MShares$569 Million0.14% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.35MShares$213 Million0.06% of portfolio
-
Stifel Financial Corp St. Louis, MO3.6MShares$176 Million0.21% of portfolio
-
Goldman Sachs Group Inc New York, NY2.31MShares$113 Million0.02% of portfolio