Orcam Financial Group Schwab Strategic Tr Us Large C Transaction History

Orcam Financial Group

$106 Million
Q1 2025

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 41,711 shares of SCHX stock, worth $984,796. This represents 0.87% of its overall portfolio holdings.

Number of Shares

41,711

Previous 41,406 0.74%

Holding current value

$984,796

Previous $959,000 4.07%

% of portfolio

0.87%

Previous 0.94%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$21.75 - $24.28 $6,633 - $7,405	305 Added 0.74%	41,711 $920,000
Q4 2024 Feb 14, 2025	BUY	$22.4 - $68.28 $618,374 - $1.88 Million	27,606 Added 200.04%	41,406 $959,000
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

# of Institutions

1,500

Shares Held

1.15B

Call Options Held

53.9K

Put Options Held

5.49K

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About SCHWAB STRATEGIC TR US LARGE-C

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Orcam Financial Group Schwab Strategic Tr Us Large C Transaction History