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Schwab U S Small Cap ETF shares owned by Orion Capital Management

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Orion Capital Management from 13F filings

Historical chart of Orion Capital Management investment in Schwab U S Small Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Small Cap ETF held by Orion Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Small Cap ETF by Orion Capital Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $9.9k 348 28.48
2025-09-30 $9.7k 348 27.90
2025-06-30 $8.8k 348 25.30
2024-12-31 $9.0k 348 25.86
2024-03-31 $8.6k 174 49.24
2023-12-31 $8.2k 174 47.24
2023-09-30 $7.2k 174 41.42