Schwab Strategic Tr cmn shares owned by Orion Portfolio Solutions
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Orion Portfolio Solutions
from 13F filings
Historical chart of Orion Portfolio Solutions investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Orion Portfolio Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $8.0M | 99k | 80.37 |
| 2024-03-31 | $6.8M | 90k | 75.98 |
| 2023-12-31 | $6.2M | 88k | 70.26 |
| 2023-09-30 | $4.0M | 62k | 64.46 |
| 2023-06-30 | $4.3M | 64k | 67.09 |
| 2023-03-31 | $858k | 13k | 65.58 |
| 2022-09-30 | $664k | 11k | 58.54 |
| 2022-06-30 | $345k | 5.5k | 62.48 |
| 2022-03-31 | $299k | 4.2k | 71.29 |
| 2021-12-31 | $552k | 7.5k | 73.17 |
| 2021-09-30 | $357k | 5.3k | 67.42 |
| 2021-06-30 | $217k | 3.2k | 68.41 |
| 2020-12-31 | $6.6M | 112k | 59.53 |
| 2020-09-30 | $5.8M | 111k | 52.19 |
| 2020-06-30 | $25k | 563 | 44.41 |
| 2020-03-31 | $25k | 563 | 44.41 |
| 2019-12-31 | $48k | 803 | 59.78 |