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 $1.05 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares
41,711
Previous 41,406 0.74%
Holding current value
$1.05 Million
Previous $959,000 4.07%
% of portfolio
0.87%
Previous 0.94%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,536
Shares Held
1.13B
Call Options Held
53.9K
Put Options Held
5.4K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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