Orcam Financial Group Schwab Strategic Tr Us Broad M Transaction History

Orcam Financial Group

$102 Million
Q4 2024

A detailed history of Orcam Financial Group transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Orcam Financial Group holds 328,910 shares of SCHB stock, worth $6.98 Million. This represents 7.29% of its overall portfolio holdings.

Number of Shares

328,910

Previous 110,185 198.51%

Holding current value

$6.98 Million

Previous $7.33 Million 1.87%

% of portfolio

7.29%

Previous 7.16%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$22.01 - $66.82 $4.81 Million - $14.6 Million	218,725 Added 198.51%	328,910 $7.47 Million
Q3 2024 Nov 14, 2024	BUY	$59.93 - $66.52 $31,942 - $35,455	533 Added 0.49%	110,185 $7.33 Million
Q2 2024 Jul 15, 2024	SELL	$57.57 - $63.3 $83,476 - $91,785	-1,450 Reduced 1.31%	109,652 $6.89 Million
Q1 2024 May 14, 2024	SELL	$54.61 - $61.05 $191,080 - $213,613	-3,499 Reduced 3.05%	111,102 $6.78 Million
Q4 2023 Feb 14, 2024	SELL	$47.61 - $55.91 $41,373 - $48,585	-869 Reduced 0.75%	114,601 $6.38 Million
Q3 2023 Nov 02, 2023	BUY	$49.59 - $53.57 $2,876 - $3,107	58 Added 0.05%	115,470 $5.76 Million
Q2 2023 Aug 07, 2023	SELL	$47.08 - $51.7 $202,632 - $222,516	-4,304 Reduced 3.6%	115,412 $5.97 Million
Q1 2023 May 01, 2023	SELL	$44.47 - $49.23 $158,001 - $174,914	-3,553 Reduced 2.88%	119,716 $5.73 Million
Q4 2022 Jan 30, 2023	SELL	$41.94 - $47.81 $81,908 - $93,372	-1,953 Reduced 1.56%	123,269 $5.52 Million
Q3 2022 Nov 08, 2022	SELL	$41.99 - $50.63 $9,111 - $10,986	-217 Reduced 0.17%	125,222 $5.26 Million
Q2 2022 Aug 12, 2022	SELL	$42.93 - $53.98 $79,077 - $99,431	-1,842 Reduced 1.45%	125,439 $5.54 Million
Q1 2022 Apr 25, 2022	BUY	$49.15 - $56.85 $3.01 Million - $3.48 Million	61,149 Added 92.47%	127,281 $6.8 Million
Q4 2021 Feb 09, 2022	BUY	$51.87 - $56.86 $3.43 Million - $3.76 Million	66,132 New	66,132 $7.47 Million

Others Institutions Holding SCHB

# of Institutions

1,265

Shares Held

422M

Call Options Held

365K

Put Options Held

32.6K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
Sector ETFs
Industry ETFs

More about SCHB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Orcam Financial Group, based on Form 13F filings with the SEC.

News

Stay updated on Orcam Financial Group with notifications on news.

Account

Orcam Financial Group Schwab Strategic Tr Us Broad M Transaction History