One Degree Advisors Inc Schwab Intermediate Term Us Tr Transaction History

One Degree Advisors Inc

  • $246 Million
  • Q4 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 292,495 shares of SCHR stock, worth $7.23 Million. This represents 2.9% of its overall portfolio holdings.

Number of Shares
292,495
Previous 257,445 13.61%
Holding current value
$7.23 Million
Previous $13.1 Million 45.48%
% of portfolio
2.9%
Previous 5.5%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
444
Shares Held
356M
Call Options Held
2.7K
Put Options Held
0
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

SCHR Quotes by TradingView
  • Ticker SCHR
  • Sector ETFs
  • Industry ETFs
More about SCHR
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