SEC 13F Intelligence

One Degree Advisors Inc / SCHR

One Degree Advisors Inc’s Schwab Strategic Tr Position

Does One Degree Advisors Inc own Schwab Strategic Tr (SCHR)? Yes — 699.5K shares worth $17M (+4.57% of its 13F portfolio) as of Q1 2026, up from 650.2K shares the prior filed quarter.

Position Value
$17M
Q1 2026
Shares
699.5K
% of Portfolio
+4.57%
Quarters Held
10
currently held

Position History SCHR

Reported value by quarter
Q4 ’23: $6MQ4 ’23Q1 ’24: $6MQ2 ’24: $6MQ2 ’24Q3 ’24: $13MQ4 ’24: $7MQ4 ’24Q1 ’25: $14MQ2 ’25: $15MQ2 ’25Q3 ’25: $8MQ4 ’25: $16MQ4 ’25Q1 ’26: $17Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026699.5K$17M+4.57%
Q4 2025650.2K$16M+4.48%
Q3 2025324.2K$8M+2.50%
Q2 2025587.7K$15M+5.24%
Q1 2025551.4K$14M+5.64%
Q4 2024292.5K$7M+2.90%
Q3 2024257.4K$13M+5.50%
Q2 2024124.0K$6M+2.92%
Q1 2024131.5K$6M+3.21%
Q4 2023131.8K$6M+3.31%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See One Degree Advisors Inc’s full portfolio or all institutional holders of SCHR.