A detailed history of Orcam Financial Group transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Orcam Financial Group holds 13,800 shares of SCHX stock, worth $322,920. This represents 0.91% of its overall portfolio holdings.

Number of Shares
13,800
Previous 13,797 0.02%
Holding current value
$322,920
Previous $886,000 5.64%
% of portfolio
0.91%
Previous 0.95%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$61.11 - $67.85 $183 - $203
3 Added 0.02%
13,800 $936,000
Q1 2024

May 14, 2024

BUY
$55.41 - $62.08 $110 - $124
2 Added 0.01%
13,797 $856,000
Q4 2023

Feb 14, 2024

BUY
$48.47 - $56.6 $96 - $113
2 Added 0.01%
13,795 $778,000
Q3 2023

Nov 02, 2023

BUY
$50.36 - $54.21 $100 - $108
2 Added 0.01%
13,793 $697,000
Q2 2023

Aug 07, 2023

BUY
$47.67 - $52.37 $95 - $104
2 Added 0.01%
13,791 $722,000
Q1 2023

May 01, 2023

BUY
$44.78 - $49.41 $89 - $98
2 Added 0.01%
13,789 $667,000
Q4 2022

Jan 30, 2023

BUY
$42.25 - $48.16 $126 - $144
3 Added 0.02%
13,787 $622,000
Q3 2022

Nov 08, 2022

BUY
$42.35 - $51.01 $84 - $102
2 Added 0.01%
13,784 $584,000
Q2 2022

Aug 12, 2022

BUY
$43.35 - $54.51 $86 - $109
2 Added 0.01%
13,782 $616,000
Q1 2022

Apr 25, 2022

BUY
$49.51 - $57.27 $341,123 - $394,590
6,890 Added 100.0%
13,780 $742,000
Q4 2021

Feb 09, 2022

BUY
$51.9 - $57.29 $357,591 - $394,728
6,890 New
6,890 $784,000

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Orcam Financial Group Portfolio

Follow Orcam Financial Group and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Orcam Financial Group, based on Form 13F filings with the SEC.

News

Stay updated on Orcam Financial Group with notifications on news.