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 $601,055. This represents 1.21% of its overall portfolio holdings.

Number of Shares
26,167
Previous 26,079 0.34%
Holding current value
$601,055
Previous $1.19 Million 4.63%
% of portfolio
1.21%
Previous 1.27%

Shares

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

Nov 14, 2024
BUY
$45.2 - $47.87 $3,977 - $4,212
88 Added 0.34%
26,167 $1.24 Million
Q2 2024

Jul 15, 2024
SELL
$44.66 - $45.99 $18,578 - $19,131
-416 Reduced 1.57%
26,079 $1.19 Million
Q1 2024

May 14, 2024
SELL
$45.44 - $46.67 $93,515 - $96,046
-2,058 Reduced 7.21%
26,495 $1.22 Million
Q4 2023

Feb 14, 2024
BUY
$43.09 - $46.83 $141,292 - $153,555
3,279 Added 12.97%
28,553 $1.33 Million
Q3 2023

Nov 02, 2023
SELL
$44.14 - $46.33 $73,978 - $77,649
-1,676 Reduced 6.22%
25,274 $1.12 Million
Q2 2023

Aug 07, 2023
SELL
$45.86 - $47.33 $129,829 - $133,991
-2,831 Reduced 9.51%
26,950 $1.24 Million
Q1 2023

May 01, 2023
BUY
$45.33 - $47.44 $2,583 - $2,704
57 Added 0.19%
29,781 $1.4 Million
Q4 2022

Jan 30, 2023
SELL
$44.04 - $47.03 $2,906 - $3,103
-66 Reduced 0.22%
29,724 $1.36 Million
Q3 2022

Nov 08, 2022
SELL
$44.98 - $49.09 $13,988 - $15,266
-311 Reduced 1.03%
29,790 $1.35 Million
Q2 2022

Aug 12, 2022
SELL
$46.62 - $50.36 $315,617 - $340,937
-6,770 Reduced 18.36%
30,101 $1.44 Million
Q1 2022

Apr 25, 2022
SELL
$50.05 - $53.52 $514,714 - $550,399
-10,284 Reduced 21.81%
36,871 $1.87 Million
Q4 2021

Feb 09, 2022
BUY
$53.63 - $54.52 $2.53 Million - $2.57 Million
47,155 New
47,155 $2.54 Million

Others Institutions Holding SCHZ

# of Institutions
627
Shares Held
81.7M
Call Options Held
100
Put Options Held
0
View Full List

About SCHWAB US AGGREGATE BOND ETF

SCHZ Quotes by TradingView
  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
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.

Choose your preferred platform and Sign Up 👇 Telegram Email