Orion Capital Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Orion Capital Management’s Portfolio SCHE Stock Details SCHE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.3K	Hold	394	–	–	﹤0.01%	381
2026 Q1	$13K	Hold	394	–	–	﹤0.01%	355
2025 Q4	$12.9K	Hold	394	–	–	﹤0.01%	371
2025 Q3	$13.1K	Hold	394	–	–	﹤0.01%	371
2025 Q2	$11.9K	Hold	394	–	–	﹤0.01%	352
2025 Q1	$10.9K	Hold	394	–	–	﹤0.01%	348
2024 Q4	$10.5K	Buy	+394	New	+$11.1K	﹤0.01%	357
2024 Q3	–	Sell	-1,357	Closed	-$36K	–	365
2024 Q2	$36K	Hold	1,357	–	–	0.02%	264
2024 Q1	$34.3K	Hold	1,357	–	–	0.02%	284
2023 Q4	$33.6K	Buy	1,357 +365	+37%	+$8.78K	0.02%	282
2023 Q3	$23.7K	Buy	+992	New	+$24.6K	0.02%	305

Other funds holding SCHE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Orion Capital Management held its Schwab Emerging Markets Equity ETF (SCHE) position steady in Q2 2026 at 394 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #381.

Orion Capital Management first reported a position in SCHE in Q3 2023 and has held it in 11 quarters since. The position peaked at $36K in Q2 2024. 892 funds tracked by Wall St. Rank hold SCHE as of Q2 2026.

Orion Capital Management held 394 shares of Schwab Emerging Markets Equity ETF worth $14.3K as of Q2 2026.
Orion Capital Management left its Schwab Emerging Markets Equity ETF share count unchanged in Q2 2026.
Schwab Emerging Markets Equity ETF made up ﹤0.01% of Orion Capital Management's portfolio in Q2 2026, its #381 holding.
Orion Capital Management first reported a position in Schwab Emerging Markets Equity ETF in Q3 2023 and has held it in 11 quarters since.
Orion Capital Management's Schwab Emerging Markets Equity ETF position peaked at $36K in Q2 2024.
892 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2026.

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