Orcam Financial Group SCHM Holdings History
Orcam Financial Group's Schwab U.S. Mid-Cap ETF Holding Summary
As of 2025-03-31, Orcam Financial Group held 100,692.00 shares of Schwab U.S. Mid-Cap ETF(SCHM), totaling $2.64 Mil. This investment constitutes 2.47% of their stock portfolio, and Orcam Financial Group now holds 0.02% of the outstanding Schwab U.S. Mid-Cap ETF(SCHM) stock.
The initial trade took place in 2021Q4. And since then Orcam Financial Group has made 7 purchases of SCHM, at an average price of $49.09, for a total of 116,720.00 shares. In addition, there have been 6 sales at an average price of $70.76 for 16,028.00 shares. Based on historical transaction data and SCHM's current price of $27.95, Orcam Financial Group's estimated gain on his SCHM holdings is $-1.78 Mil, reflecting a -31.09% gain to date.
Orcam Financial Group SCHM ($27.95) Holding Chart
Orcam Financial Group SCHM ($27.95) 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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