Orcam Financial Group Schwab Strategic Tr Us Broad M Transaction History

Orcam Financial Group

$106 Million
Q1 2025

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 326,002 shares of SCHB stock, worth $7.41 Million. This represents 6.64% of its overall portfolio holdings.

Number of Shares

326,002

Previous 328,910 0.88%

Holding current value

$7.41 Million

Previous $7.47 Million 6.0%

% of portfolio

6.64%

Previous 7.29%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$21.23 - $23.75 $61,736 - $69,065	-2,908 Reduced 0.88%	326,002 $7.02 Million
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

1,291

Shares Held

488M

Call Options Held

350K

Put Options Held

28.3K

View Full List

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Orcam Financial Group Schwab Strategic Tr Us Broad M Transaction History