Schwab Strategic Tr us dividend eq shares owned by Orion Portfolio Solutions
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Orion Portfolio Solutions
from 13F filings
Historical chart of Orion Portfolio Solutions investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Orion Portfolio Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $8.5M | 100k | 84.53 |
| 2024-03-31 | $4.9M | 60k | 80.63 |
| 2023-12-31 | $4.8M | 62k | 76.82 |
| 2023-09-30 | $7.7M | 109k | 70.76 |
| 2023-06-30 | $9.0M | 22k | 410.91 |
| 2023-03-31 | $13M | 175k | 73.16 |
| 2022-12-31 | $11M | 143k | 75.54 |
| 2022-09-30 | $8.5M | 129k | 66.43 |
| 2022-06-30 | $8.1M | 113k | 71.63 |
| 2022-03-31 | $6.0M | 76k | 78.89 |
| 2021-12-31 | $1.6M | 20k | 80.83 |
| 2021-09-30 | $885k | 12k | 74.20 |
| 2021-06-30 | $762k | 10k | 75.61 |
| 2021-03-31 | $451k | 6.2k | 72.93 |
| 2020-06-30 | $67k | 1.5k | 45.27 |
| 2020-03-31 | $67k | 1.5k | 45.27 |
| 2019-12-31 | $34k | 585 | 58.12 |
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