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Orcam Financial Group: SCHX position timeline

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

Orcam Financial Group held 58,582 SCHX 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 58,582 shares
    Change vs previous 13F +14,633 shares

    0.84% of the 13F portfolio, value $1,724,062.

    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 43,949 shares
    Change vs previous 13F +2,224 shares

    0.8% of the 13F portfolio, value $1,126,862.

    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 41,725 shares
    Change vs previous 13F +5 shares

    0.84% of the 13F portfolio, value $1,122,833.

    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 41,720 shares
    Change vs previous 13F +4 shares

    0.89% of the 13F portfolio, value $1,098,918.

    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 41,716 shares
    Change vs previous 13F +5 shares

    0.89% of the 13F portfolio, value $1,019,535.

    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 41,711 shares
    Change vs previous 13F +305 shares

    0.86% of the 13F portfolio, value $920,977.

    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 41,406 shares
    Change vs previous 13F +27,606 shares

    0.93% of the 13F portfolio, value $959,787.

    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 13,800 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $936,356.

    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).