Schwab Strategic Tr us lrg cap etf shares owned by Orion Portfolio Solutions
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Orion Portfolio Solutions
from 13F filings
Historical chart of Orion Portfolio Solutions investment in Schwab Strategic Tr us lrg cap etf
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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Orion Portfolio Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $21M | 951k | 22.08 |
| 2024-12-31 | $23M | 970k | 23.18 |
| 2024-09-30 | $26M | 378k | 67.85 |
| 2024-03-31 | $26M | 412k | 62.06 |
| 2023-12-31 | $25M | 442k | 56.28 |
| 2023-09-30 | $25M | 485k | 50.60 |
| 2023-06-30 | $25M | 479k | 52.37 |
| 2023-03-31 | $24M | 504k | 48.37 |
| 2022-12-31 | $618k | 14k | 45.15 |
| 2022-09-30 | $496k | 12k | 42.33 |
| 2022-06-30 | $491k | 11k | 44.68 |
| 2022-03-31 | $464k | 8.6k | 53.87 |
| 2021-12-31 | $458k | 4.0k | 113.87 |
| 2020-06-30 | $33k | 543 | 60.77 |
| 2020-03-31 | $33k | 543 | 60.77 |
| 2019-12-31 | $8.0k | 102 | 78.43 |
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