Orcam Financial Group SCHB Holdings History
Orcam Financial Group's Schwab U.S. Broad Market ETF Holding Summary
As of 2025-03-31, Orcam Financial Group held 326,002.00 shares of Schwab U.S. Broad Market ETF(SCHB), totaling $7.02 Mil. This investment constitutes 6.57% of their stock portfolio, and Orcam Financial Group now holds 0.02% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2021Q4. And since then Orcam Financial Group has made 3 purchases of SCHB, at an average price of $33.84, for a total of 353,225.00 shares. In addition, there have been 10 sales at an average price of $46.43 for 27,223.00 shares. Based on historical transaction data and SCHB's current price of $23.83, Orcam Financial Group's estimated gain on his SCHB holdings is $-2.92 Mil, reflecting a -24.44% gain to date.
Orcam Financial Group SCHB ($23.83) Holding Chart
Orcam Financial Group SCHB ($23.83) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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