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 $593,205. This represents 1.21% of its overall portfolio holdings.

Number of Shares
26,167
Previous 26,079 0.34%
Holding current value
$593,205
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
628
Shares Held
83M
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
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