OCM
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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
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

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