OPS
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Orion Portfolio Solutions’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Orion Portfolio Solutions’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$2.37M Buy
101,069
+10,651
+12% +$271K 0.02% 622
2024
Q4 		$2.34M Buy
90,418
+11,742
+15% +$312K 0.02% 626
2024
Q3 		$2.03M Buy
78,676
+2,878
+4% +$71.5K 0.02% 683
2024
Q2 		$1.8M Sell
75,798
-2,656
-3% -$63K 0.02% 689
2024
Q1 		$1.93M Buy
78,454
+7,324
+10% +$172K 0.02% 676
2023
Q4 		$1.65M Sell
71,130
-20,344
-22% -$429K 0.02% 727
2023
Q3 		$1.89M Sell
91,474
-4,894
-5% -$107K 0.02% 638
2023
Q2 		$2.11M Buy
96,368
+23,768
+33% +$495K 0.02% 631
2023
Q1 		$1.52M Buy
72,600
+22,476
+45% +$483K 0.02% 703
2022
Q4 		$1.02M Buy
50,124
+19,270
+62% +$395K 0.04% 305
2022
Q3 		$583K Buy
30,854
+3,732
+14% +$78.1K 0.02% 383
2022
Q2 		$529K Sell
27,122
-334
-1% -$7.14K 0.02% 384
2022
Q1 		$650K Buy
27,456
+912
+3% +$21.5K 0.02% 361
2021
Q4 		$680K Buy
26,544
+3,796
+17% +$98.2K 0.02% 353
2021
Q3 		$569K Sell
22,748
-252
-1% -$6.4K 0.02% 360
2021
Q2 		$599K Sell
23,000
-44
-0.2% -$1.13K 0.02% 323
2021
Q1 		$574K Buy
23,044
+788
+4% +$19.4K 0.02% 292
2020
Q4 		$495K Buy
22,256
+760
+4% +$15.1K 0.02% 299
2020
Q3 		$367K Buy
21,496
+136
+0.6% +$2.34K 0.02% 311
2020
Q2 		$349K Hold
21,360
– – 0.02% 290
2020
Q1 		$275K Sell
21,360
-1,752
-8% -$29.8K 0.02% 271
2019
Q4 		$437K Buy
+23,112
New +$418K 0.03% 223

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Orion Portfolio Solutions's SCHA Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Schwab U.S Small- Cap ETF (SCHA) stake by 12% in Q1 2025, buying an estimated $271K and bringing the position to 101,069 shares worth $2.37M. The position accounts for 0.02% of the portfolio, ranked #622.

Orion Portfolio Solutions first reported a position in SCHA in Q4 2019 and has held it in 22 quarters since. 1,136 funds tracked by Wall St. Rank hold SCHA as of Q1 2025.

  • Orion Portfolio Solutions held 101,069 shares of Schwab U.S Small- Cap ETF worth $2.37M as of Q1 2025.
  • Orion Portfolio Solutions bought 10,651 Schwab U.S Small- Cap ETF shares in Q1 2025, an estimated $271K.
  • Schwab U.S Small- Cap ETF made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #622 holding.
  • Orion Portfolio Solutions first reported a position in Schwab U.S Small- Cap ETF in Q4 2019 and has held it in 22 quarters since.
  • 1,136 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.