Orcam Financial Group Schwab Strategic Tr Us Broad M Transaction History

Orcam Financial Group

  • $123 Million
  • Q3 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 326,371 shares of SCHB stock, worth $8.43 Million. This represents 6.84% of its overall portfolio holdings.

Number of Shares
326,371
Previous 326,901 0.16%
Holding current value
$8.43 Million
Previous $7.79 Million 7.7%
% of portfolio
6.84%
Previous 6.83%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$23.82 - $25.84 $12,624 - $13,695
-530 Reduced 0.16%
326,371 $8.39 Million
Q2 2025

Aug 15, 2025
BUY
$19.1 - $23.83 $17,170 - $21,423
899 Added 0.28%
326,901 $7.79 Million
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
1,378
Shares Held
499M
Call Options Held
299K
Put Options Held
22.8K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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