One Degree Advisors Inc SCHR Holdings History
One Degree Advisors Inc's Schwab Intermediate-Term U.S. Treasury ETF Holding Summary
As of 2025-03-31, One Degree Advisors Inc held 551,376.00 shares of Schwab Intermediate-Term U.S. Treasury ETF(SCHR), totaling $13.71 Mil. This investment constitutes 5.64% of their stock portfolio, and One Degree Advisors Inc now holds 0.13% of the outstanding Schwab Intermediate-Term U.S. Treasury ETF(SCHR) stock.
The initial trade took place in 2023Q4. And since then One Degree Advisors Inc has made 2 purchases of SCHR, at an average price of $28.63, for a total of 781,589.00 shares. In addition, there have been 3 sales at an average price of $25.41 for 230,213.00 shares. Based on historical transaction data and SCHR's current price of $24.79, One Degree Advisors Inc's estimated gain on his SCHR holdings is $-2.86 Mil, reflecting a -12.79% gain to date.
One Degree Advisors Inc SCHR ($24.79) Holding Chart
One Degree Advisors Inc SCHR ($24.79) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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