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
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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 |
|---|---|---|---|
| 2025-09-30 | $271k | 11k | 25.71 |
| 2025-06-30 | $251k | 11k | 23.83 |
| 2024-12-31 | $229k | 10k | 22.70 |
| 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 |