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Orcam Financial Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Orcam Financial Group’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.81M Sell
311,043
-15,432
-5% -$405K 5.54% 4
2025
Q4 		$8.56M Buy
326,475
+104
+0% +$2.71K 6.42% 4
2025
Q3 		$8.39M Sell
326,371
-530
-0.2% -$13.1K 6.78% 3
2025
Q2 		$7.79M Buy
326,901
+899
+0.3% +$19.8K 6.77% 3
2025
Q1 		$7.02M Sell
326,002
-2,908
-0.9% -$66.2K 6.57% 3
2024
Q4 		$7.47M Sell
328,910
-1,645
-0.5% -$37.6K 7.22% 3
2024
Q3 		$7.33M Buy
330,555
+1,599
+0.5% +$34.1K 7.1% 3
2024
Q2 		$6.89M Sell
328,956
-4,350
-1% -$88.1K 7.4% 3
2024
Q1 		$6.78M Sell
333,306
-10,497
-3% -$203K 7.43% 3
2023
Q4 		$6.38M Sell
343,803
-2,607
-0.8% -$45K 7.8% 3
2023
Q3 		$5.76M Buy
346,410
+174
+0.1% +$3.01K 7.75% 3
2023
Q2 		$5.97M Sell
346,236
-12,912
-4% -$210K 8.22% 3
2023
Q1 		$5.73M Sell
359,148
-10,659
-3% -$167K 7.95% 3
2022
Q4 		$5.52M Sell
369,807
-5,859
-2% -$88.1K 8.49% 3
2022
Q3 		$5.26M Sell
375,666
-651
-0.2% -$10.1K 8.92% 3
2022
Q2 		$5.54M Sell
376,317
-5,526
-1% -$88.7K 8.89% 3
2022
Q1 		$6.8M Sell
381,843
-14,949
-4% -$262K 9.69% 3
2021
Q4 		$7.47M Buy
+396,792
New +$7.3M 10.23% 3

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