Orion Capital Management’s Schwab International Equity ETF SCHF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$106K	Hold	4,298	–	–	0.04%	192
2025 Q4	$103K	Hold	4,298	–	–	0.03%	202
2025 Q3	$100K	Hold	4,298	–	–	0.03%	197
2025 Q2	$95K	Hold	4,298	–	–	0.04%	184
2025 Q1	$85K	Hold	4,298	–	–	0.04%	190
2024 Q4	$79.5K	Buy	+4,298	New	+$83.9K	0.03%	195
2024 Q3	–	Sell	-5,342	Closed	-$103K	–	366
2024 Q2	$103K	Hold	5,342	–	–	0.05%	148
2024 Q1	$104K	Hold	5,342	–	–	0.06%	161
2023 Q4	$98.7K	Buy	5,342 +854	+19%	+$14.8K	0.06%	168
2023 Q3	$76.2K	Buy	+4,488	New	+$79.3K	0.05%	182

Other funds holding SCHF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Orion Capital Management's SCHF Position: Q1 2026 in Review

Orion Capital Management held its Schwab International Equity ETF (SCHF) position steady in Q1 2026 at 4,298 shares worth $106K. The position accounts for 0.04% of the portfolio, ranked #192.

Orion Capital Management first reported a position in SCHF in Q3 2023 and has held it in 10 quarters since. 1,590 funds tracked by Wall St. Rank hold SCHF as of Q1 2026.

Orion Capital Management held 4,298 shares of Schwab International Equity ETF worth $106K as of Q1 2026.
Orion Capital Management left its Schwab International Equity ETF share count unchanged in Q1 2026.
Schwab International Equity ETF made up 0.04% of Orion Capital Management's portfolio in Q1 2026, its #192 holding.
Orion Capital Management first reported a position in Schwab International Equity ETF in Q3 2023 and has held it in 10 quarters since.
1,590 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2026.

Based on Orion Capital Management's 13F filing for Q1 2026, filed 14 May 2026.