Orcam Financial Group Schwab Strategic Tr Us Emergin Transaction History
Orcam Financial Group
- $102 Million
- Q4 2024
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 82,509 shares of SCHE stock, worth $2.31 Million. This represents 2.15% of its overall portfolio holdings.
Number of Shares
82,509
Previous 75,354
9.5%
Holding current value
$2.31 Million
Previous $2.2 Million
0.05%
% of portfolio
2.15%
Previous 2.15%
Shares
10 transactions
Others Institutions Holding SCHE
# of Institutions
829Shares Held
143MCall Options Held
24.2KPut Options Held
300-
Creative Planning Overland Park, KS20.4MShares$572 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$523 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$234 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$97.3 Million3.99% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.38MShares$66.4 Million0.14% of portfolio