Orcam Financial Group Schwab Us Aggregate Bond ETF Transaction History
Orcam Financial Group
- $102 Million
- Q3 2024
A detailed history of Orcam Financial Group transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Orcam Financial Group holds 26,167 shares of SCHZ stock, worth $594,514. This represents 1.21% of its overall portfolio holdings.
Number of Shares
26,167
Previous 26,079
0.34%
Holding current value
$594,514
Previous $1.19 Million
4.63%
% of portfolio
1.21%
Previous 1.27%
Shares
12 transactions
Others Institutions Holding SCHZ
# of Institutions
628Shares Held
94.5MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$144 Million0.02% of portfolio
-
Charles Schwab Trust CO5.9MShares$134 Million11.76% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.3 Million0.05% of portfolio
-
Total Wealth Planning, LLC3.57MShares$81.1 Million13.4% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.2 Million5.37% of portfolio