Orcam Financial Group Schwab Strategic Tr Us Dividen Transaction History

Orcam Financial Group

  • $102 Million
  • Q4 2024

A detailed history of Orcam Financial Group transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Orcam Financial Group holds 40,821 shares of SCHD stock, worth $1.16 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares
40,821
Previous 12,869 217.2%
Holding current value
$1.16 Million
Previous $1.09 Million 2.58%
% of portfolio
1.09%
Previous 1.06%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$26.93 - $84.95 $752,747 - $2.37 Million
27,952 Added 217.2%
40,821 $1.12 Million
Q3 2024

Nov 14, 2024
SELL
$77.02 - $85.06 $268,568 - $296,604
-3,487 Reduced 21.32%
12,869 $1.09 Million
Q2 2024

Jul 15, 2024
SELL
$75.81 - $80.15 $143,811 - $152,044
-1,897 Reduced 10.39%
16,356 $1.27 Million
Q1 2024

May 14, 2024
BUY
$75.25 - $80.63 $569,266 - $609,965
7,565 Added 70.78%
18,253 $1.47 Million
Q4 2023

Feb 14, 2024
BUY
$66.9 - $76.32 $35,189 - $40,144
526 Added 5.18%
10,688 $813,000
Q2 2023

Aug 07, 2023
BUY
$69.18 - $73.94 $46,696 - $49,909
675 Added 7.11%
10,162 $738,000
Q3 2022

Nov 08, 2022
BUY
$66.43 - $77.87 $13,286 - $15,574
200 Added 2.15%
9,487 $630,000
Q1 2022

Apr 25, 2022
SELL
$75.14 - $81.94 $194,762 - $212,388
-2,592 Reduced 21.82%
9,287 $733,000
Q4 2021

Feb 09, 2022
BUY
$74.93 - $80.86 $890,093 - $960,535
11,879 New
11,879 $960,000

Others Institutions Holding SCHD

# of Institutions
1,944
Shares Held
825M
Call Options Held
4.82M
Put Options Held
2.73M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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