Orcam Financial Group Schwab Strategic Tr Us Dividen Transaction History

Orcam Financial Group

$106 Million
Q1 2025

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 37,060 shares of SCHD stock, worth $989,502. This represents 0.98% of its overall portfolio holdings.

Number of Shares

37,060

Previous 40,821 9.21%

Holding current value

$989,502

Previous $1.12 Million 7.09%

% of portfolio

0.98%

Previous 1.09%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$27.01 - $28.54 $101,584 - $107,338	-3,761 Reduced 9.21%	37,060 $1.04 Million
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

2,000

Shares Held

888M

Call Options Held

4.89M

Put Options Held

2.23M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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Orcam Financial Group Schwab Strategic Tr Us Dividen Transaction History