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Disclosery

Orcam Financial Group: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Orcam Financial Group on SCHD, newest first. How the timeline and the estimate are built.

Orcam Financial Group held 27,503 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,503 shares
    Change vs previous 13F -388 shares

    0.43% of the 13F portfolio, value $872,123.

    13F-HR 0001905367-26-000003 filed by Orcam Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 27,891 shares
    Change vs previous 13F +12 shares

    0.61% of the 13F portfolio, value $855,709.

    13F-HR 0001905367-26-000002 filed by Orcam Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 27,879 shares
    Change vs previous 13F -476 shares

    0.57% of the 13F portfolio, value $764,725.

    13F-HR 0001905367-26-000001 filed by Orcam Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 28,355 shares
    Change vs previous 13F -96 shares

    0.63% of the 13F portfolio, value $774,082.

    13F-HR 0001905367-25-000005 filed by Orcam Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 28,451 shares
    Change vs previous 13F -8,609 shares

    0.65% of the 13F portfolio, value $753,948.

    13F-HR 0001905367-25-000003 filed by Orcam Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 37,060 shares
    Change vs previous 13F -3,761 shares

    0.97% of the 13F portfolio, value $1,036,203.

    13F-HR 0001905367-25-000002 filed by Orcam Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 40,821 shares
    Change vs previous 13F +27,952 shares

    1.08% of the 13F portfolio, value $1,115,230.

    13F-HR 0001905367-25-000001 filed by Orcam Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 12,869 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $1,087,837.

    13F-HR 0001905367-24-000005 filed by Orcam Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).