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 $7.04 Million. This represents 7.29% of its overall portfolio holdings.
Number of Shares
328,910
Previous 110,185
198.51%
Holding current value
$7.04 Million
Previous $7.33 Million
1.87%
% of portfolio
7.29%
Previous 7.16%
Shares
13 transactions
Others Institutions Holding SCHB
# of Institutions
1,265Shares Held
422MCall Options Held
365KPut Options Held
32.6K-
Betterment LLC New York, NY17.8MShares$381 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$246 Million19.46% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$218 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$200 Million13.85% of portfolio
-
Hengehold Capital Management LLC8.94MShares$191 Million19.23% of portfolio