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Orion Capital Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Orion Capital Management’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$35.7K Hold
1,214
– – 0.01% 312
2026
Q1 		$31.1K Hold
1,214
– – 0.01% 301
2025
Q4 		$32.7K Hold
1,214
– – 0.01% 306
2025
Q3 		$32K Hold
1,214
– – 0.01% 304
2025
Q2 		$29.7K Hold
1,214
– – 0.01% 293
2025
Q1 		$26.8K Buy
+1,214
New +$28.3K 0.01% 289

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

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

Orion Capital Management held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 1,214 shares worth $35.7K. The position accounts for 0.01% of the portfolio, ranked #312.

Orion Capital Management first reported a position in SCHX in Q1 2025 and has held it in 6 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Orion Capital Management held 1,214 shares of Schwab US Large- Cap ETF worth $35.7K as of Q2 2026.
  • Orion Capital Management left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.01% of Orion Capital Management's portfolio in Q2 2026, its #312 holding.
  • Orion Capital Management first reported a position in Schwab US Large- Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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