Orcam Financial Group Schwab Strategic Tr Us Large C Transaction History
Orcam Financial Group
- $102 Million
- Q3 2024
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 13,800 shares of SCHX stock, worth $329,544. This represents 0.91% of its overall portfolio holdings.
Number of Shares
13,800
Previous 13,797
0.02%
Holding current value
$329,544
Previous $886,000
5.64%
% of portfolio
0.91%
Previous 0.95%
Shares
11 transactions
Others Institutions Holding SCHX
# of Institutions
1,386Shares Held
519MCall Options Held
34.3KPut Options Held
1.2K-
Us Bancorp \De\206MShares$4.93 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS27.9MShares$667 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$612 Million18.81% of portfolio
-
Sage Financial Group Inc24.9MShares$594 Million46.39% of portfolio
-
Campbell Wealth Management15.8MShares$377 Million32.92% of portfolio