Orcam Financial Group Schwab Strategic Tr Us Emergin Transaction History
Orcam Financial Group
- $114 Million
- Q2 2025
A detailed history of Orcam Financial Group transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Orcam Financial Group holds 85,838 shares of SCHE stock, worth $2.91 Million. This represents 2.27% of its overall portfolio holdings.
Number of Shares
85,838
Previous 85,799
0.05%
Holding current value
$2.91 Million
Previous $2.37 Million
9.39%
% of portfolio
2.27%
Previous 2.24%
Shares
12 transactions
Others Institutions Holding SCHE
# of Institutions
866Shares Held
151MCall Options Held
27.8KPut Options Held
0-
Creative Planning Overland Park, KS19.5MShares$662 Million0.51% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA17.6MShares$597 Million1.06% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$344 Million0.4% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.76MShares$128 Million4.39% of portfolio
-
Northwestern Mutual Wealth Management CO3.69MShares$125 Million0.08% of portfolio