One Degree Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.7M | Buy |
587,661
+36,285
| +7% | +$908K | 5.24% | 5 |
|
|
2025
Q1 | $13.7M | Buy |
551,376
+258,881
| +89% | +$6.44M | 5.64% | 5 |
|
|
2024
Q4 | $7.12M | Sell |
292,495
-222,395
| -43% | -$5.41M | 2.9% | 10 |
|
|
2024
Q3 | $13.1M | Buy |
514,890
+266,974
| +108% | +$6.77M | 5.5% | 4 |
|
|
2024
Q2 | $6.05M | Sell |
247,916
-15,042
| -6% | -$367K | 2.92% | 9 |
|
|
2024
Q1 | $6.45M | Sell |
262,958
-594
| -0.2% | -$14.6K | 3.21% | 9 |
|
|
2023
Q4 | $6.47M | Buy |
+263,552
| New | +$6.47M | 3.31% | 8 |
|