Orcam Financial Group Schwab Strategic Tr Us Broad M Transaction History
Orcam Financial Group
- $102 Million
- Q3 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 110,185 shares of SCHB stock, worth $2.58 Million. This represents 7.16% of its overall portfolio holdings.
Number of Shares
110,185
Previous 109,652
0.49%
Holding current value
$2.58 Million
Previous $6.89 Million
6.33%
% of portfolio
7.16%
Previous 7.4%
Shares
12 transactions
Others Institutions Holding SCHB
# of Institutions
1,180Shares Held
166MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$482 Million4.26% of portfolio
-
Betterment LLC New York, NY6.06MShares$142 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$89.6 Million18.64% of portfolio
-
Scs Capital Management LLC Boston, MA3.78MShares$88.5 Million5.07% of portfolio
-
Milliman Financial Risk Management LLC Chicago, IL3.29MShares$77.2 Million2.16% of portfolio