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Schwab U S Broad Market ETF shares owned by Orion Capital Management

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Orion Capital Management from 13F filings

Historical chart of Orion Capital Management investment in Schwab U S Broad Market ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Broad Market 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 Broad Market ETF by Orion Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $254k 3.8k 66.52
2024-03-31 $233k 3.8k 61.05
2023-12-31 $192k 3.4k 55.67
2023-09-30 $46k 916 49.85

More positions owned by Orion Capital Management

Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
American Centy Etf Tr Us Eqt Etf (AVUS)
Etf Ser Solutions Distillate Us (DSTL)
Vanguard Specialized Funds Div App Etf (VIG)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Intuitive Surgical Com New (ISRG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
American Centy Etf Tr Avantis Core Fi (AVIG)
Alphabet Cap Stk Cl C (GOOG)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
NVIDIA Corporation (NVDA)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for Orion Capital Management

Top funds holding Schwab U S Broad Market ETF

Wealthfront Advisers
SCS Capital Management
Rebalance
Evensky & Katz
Hengehold Capital Management
Strid
Bouchey Financial
HighTower Advisors
HB Wealth Management
Evergreen Advisors
Callan Capital
HT Partners
Hanson & Doremus Investment Management
Retirement Planning Group
BKD Wealth Advisors

View all funds holding Schwab U S Broad Market ETF