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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
Q2 		$8.95M Sell
309,050
-1,993
-0.6% -$55.8K 4.37% 6
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

Other funds holding SCHB

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Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Orcam Financial Group's SCHB Position: Q2 2026 in Review

Orcam Financial Group reduced its Schwab US Broad Market ETF (SCHB) stake by 0.64% in Q2 2026, selling an estimated $55.8K and leaving 309,050 shares worth $8.95M. The position accounts for 4.37% of the portfolio, ranked #6.

Orcam Financial Group first reported a position in SCHB in Q4 2021 and has held it in 19 quarters since. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Orcam Financial Group held 309,050 shares of Schwab US Broad Market ETF worth $8.95M as of Q2 2026.
  • Orcam Financial Group sold 1,993 Schwab US Broad Market ETF shares in Q2 2026, an estimated $55.8K.
  • Schwab US Broad Market ETF made up 4.37% of Orcam Financial Group's portfolio in Q2 2026, its #6 holding.
  • Orcam Financial Group first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Orcam Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.