Orcam Financial Group Schwab Strategic Tr Us Large C Transaction History
Orcam Financial Group
- $114 Million
- Q2 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 41,716 shares of SCHX stock, worth $1.11 Million. This represents 0.89% of its overall portfolio holdings.
Number of Shares
41,716
Previous 41,711
0.01%
Holding current value
$1.11 Million
Previous $920,000
10.76%
% of portfolio
0.89%
Previous 0.87%
Shares
14 transactions
Others Institutions Holding SCHX
# of Institutions
1,567Shares Held
1.13BCall Options Held
68.6KPut Options Held
200-
Us Bancorp \De\206MShares$5.5 Billion6.45% of portfolio
-
Creative Planning Overland Park, KS81.6MShares$2.17 Billion1.72% of portfolio
-
Sei Investments CO Oaks, PA36MShares$959 Million1.06% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA33.5MShares$894 Million29.75% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO33MShares$879 Million9.79% of portfolio