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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

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us lrg cap etf held by Orion Portfolio Solutions consolidated in one spreadsheet with up to 7 years of data

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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
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 $3.0k 42 71.43
2020-03-31 $33k 543 60.77
2019-12-31 $8.0k 102 78.43