Orcam Financial Group Schwab Strategic U.S. Mid Cap Transaction History

Orcam Financial Group

$102 Million
Q3 2024

A detailed history of Orcam Financial Group transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Orcam Financial Group holds 33,484 shares of SCHM stock, worth $993,805. This represents 2.72% of its overall portfolio holdings.

Number of Shares

33,484

Previous 33,402 0.25%

Holding current value

$993,805

Previous $2.6 Million 7.04%

% of portfolio

2.72%

Previous 2.79%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$75.47 - $83.18 $6,188 - $6,820	82 Added 0.25%	33,484 $2.78 Million
Q2 2024 Jul 15, 2024	SELL	$75.69 - $81.19 $98,851 - $106,034	-1,306 Reduced 3.76%	33,402 $2.6 Million
Q1 2024 May 14, 2024	BUY	$72.89 - $81.43 $3,936 - $4,397	54 Added 0.16%	34,708 $2.83 Million
Q4 2023 Feb 14, 2024	SELL	$63.01 - $75.95 $291,736 - $351,648	-4,630 Reduced 11.79%	34,654 $2.61 Million
Q3 2023 Nov 02, 2023	BUY	$66.75 - $73.98 $3,270 - $3,625	49 Added 0.12%	39,284 $2.66 Million
Q2 2023 Aug 07, 2023	BUY	$65.29 - $71.03 $3,525 - $3,835	54 Added 0.14%	39,235 $2.79 Million
Q1 2023 May 01, 2023	SELL	$64.24 - $73.9 $125,396 - $144,252	-1,952 Reduced 4.75%	39,181 $2.66 Million
Q4 2022 Jan 30, 2023	SELL	$61.05 - $69.94 $13,858 - $15,876	-227 Reduced 0.55%	41,133 $2.7 Million
Q3 2022 Nov 08, 2022	BUY	$60.5 - $72.51 $4,053 - $4,858	67 Added 0.16%	41,360 $2.5 Million
Q2 2022 Aug 12, 2022	SELL	$60.91 - $76.4 $300,773 - $377,263	-4,938 Reduced 10.68%	41,293 $2.59 Million
Q1 2022 Apr 25, 2022	SELL	$70.66 - $80.89 $210,213 - $240,647	-2,975 Reduced 6.05%	46,231 $3.51 Million
Q4 2021 Feb 09, 2022	BUY	$76.01 - $83.39 $3.74 Million - $4.1 Million	49,206 New	49,206 $3.96 Million

Others Institutions Holding SCHM

# of Institutions

947

Shares Held

108M

Call Options Held

8.1K

Put Options Held

3.6K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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Orcam Financial Group Schwab Strategic U.S. Mid Cap Transaction History