ODA
SCHR

One Degree Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

One Degree Advisors’s Portfolio SCHR Stock Details SCHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.32M Sell
379,789
-319,691
-46% -$7.9M 2.08% 13
2026
Q1 		$17.4M Buy
699,480
+49,324
+8% +$1.24M 4.57% 5
2025
Q4 		$16.3M Buy
650,156
+325,923
+101% +$8.2M 4.48% 5
2025
Q3 		$8.15M Sell
324,233
-263,428
-45% -$6.58M 2.5% 10
2025
Q2 		$14.7M Buy
587,661
+36,285
+7% +$899K 5.24% 5
2025
Q1 		$13.7M Buy
551,376
+258,881
+89% +$6.34M 5.64% 5
2024
Q4 		$7.12M Sell
292,495
-222,395
-43% -$5.47M 2.9% 10
2024
Q3 		$13.1M Buy
514,890
+266,974
+108% +$6.67M 5.5% 4
2024
Q2 		$6.04M Sell
247,916
-15,042
-6% -$364K 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 +$6.37M 3.31% 8

Other funds holding SCHR

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CWA
Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return

One Degree Advisors's SCHR Position: Q2 2026 in Review

One Degree Advisors reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 46% in Q2 2026, selling an estimated $7.9M and leaving 379,789 shares worth $9.32M. The position accounts for 2.08% of the portfolio, ranked #13.

One Degree Advisors first reported a position in SCHR in Q4 2023 and has held it in 11 quarters since. The position peaked at $17.4M in Q1 2026. 503 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • One Degree Advisors held 379,789 shares of Schwab Intermediately-Term US Treasury ETF worth $9.32M as of Q2 2026.
  • One Degree Advisors sold 319,691 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $7.9M.
  • Schwab Intermediately-Term US Treasury ETF made up 2.08% of One Degree Advisors's portfolio in Q2 2026, its #13 holding.
  • One Degree Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2023 and has held it in 11 quarters since.
  • One Degree Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $17.4M in Q1 2026.
  • 503 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

Based on One Degree Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.