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Disclosery

Orcam Financial Group: SCHZ position timeline

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

Orcam Financial Group held 27,723 SCHZ 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 27,723 shares
    Change vs previous 13F +276 shares

    0.31% of the 13F portfolio, value $641,240.

    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 27,447 shares
    Change vs previous 13F -10,510 shares

    0.45% of the 13F portfolio, value $637,317.

    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 37,957 shares
    Change vs previous 13F -12,694 shares

    0.67% of the 13F portfolio, value $887,064.

    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 50,651 shares
    Change vs previous 13F +182 shares

    0.96% of the 13F portfolio, value $1,188,770.

    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 50,469 shares
    Change vs previous 13F -960 shares

    1.02% of the 13F portfolio, value $1,172,908.

    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 51,429 shares
    Change vs previous 13F +124 shares

    1.12% of the 13F portfolio, value $1,191,098.

    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 51,305 shares
    Change vs previous 13F +25,138 shares

    1.13% of the 13F portfolio, value $1,164,631.

    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 26,167 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $1,243,462.

    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).