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Orion Capital Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Orion Capital Management’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$306K Sell
10,558
-6
-0.1% -$168 0.09% 121
2026
Q1 		$265K Buy
10,564
+33
+0.3% +$866 0.09% 121
2025
Q4 		$276K Hold
10,531
– – 0.09% 121
2025
Q3 		$271K Buy
10,531
+4
+0% +$99 0.09% 128
2025
Q2 		$251K Hold
10,527
– – 0.1% 116
2025
Q1 		$227K Buy
10,527
+426
+4% +$9.69K 0.1% 120
2024
Q4 		$229K Sell
10,101
-1,356
-12% -$31K 0.1% 114
2024
Q3 		$254K Hold
11,457
– – 0.12% 105
2024
Q2 		$240K Hold
11,457
– – 0.13% 101
2024
Q1 		$233K Buy
11,457
+1,128
+11% +$21.8K 0.12% 108
2023
Q4 		$192K Buy
10,329
+7,581
+276% +$131K 0.11% 128
2023
Q3 		$45.7K Buy
+2,748
New +$47.6K 0.03% 238

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Orion Capital Management's SCHB Position: Q2 2026 in Review

Orion Capital Management reduced its Schwab US Broad Market ETF (SCHB) stake by 0.06% in Q2 2026, selling an estimated $168 and leaving 10,558 shares worth $306K. The position accounts for 0.09% of the portfolio, ranked #121.

Orion Capital Management first reported a position in SCHB in Q3 2023 and has held it in 12 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Orion Capital Management held 10,558 shares of Schwab US Broad Market ETF worth $306K as of Q2 2026.
  • Orion Capital Management sold 6 Schwab US Broad Market ETF shares in Q2 2026, an estimated $168.
  • Schwab US Broad Market ETF made up 0.09% of Orion Capital Management's portfolio in Q2 2026, its #121 holding.
  • Orion Capital Management first reported a position in Schwab US Broad Market ETF in Q3 2023 and has held it in 12 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Orion Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.