Orcam Financial Group Schwab Strategic Tr Us Broad M Transaction History
Orcam Financial Group
- $93.2 Million
- Q2 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 109,652 shares of SCHB stock, worth $2.42 Million. This represents 7.4% of its overall portfolio holdings.
Number of Shares
109,652
Previous 111,102
1.31%
Holding current value
$2.42 Million
Previous $6.78 Million
1.64%
% of portfolio
7.4%
Previous 7.43%
Shares
11 transactions
Others Institutions Holding SCHB
# of Institutions
1,161Shares Held
168MCall Options Held
197KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$468 Million4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$136 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$104 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA3.89MShares$86.1 Million5.13% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$84.6 Million18.64% of portfolio