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Orion Portfolio Solutions’s Schwab US Broad Market ETF SCHB Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$2.25M Buy
104,477
+23,046
+28% +$524K 0.02% 648
2024
Q4 		$1.85M Buy
81,431
+7,451
+10% +$170K 0.02% 746
2024
Q3 		$1.64M Buy
73,980
+19,308
+35% +$412K 0.02% 790
2024
Q2 		$1.15M Buy
54,672
+24,180
+79% +$490K 0.01% 926
2024
Q1 		$621K Buy
30,492
+1,308
+4% +$25.3K 0.01% 1184
2023
Q4 		$540K Sell
29,184
-4,323
-13% -$74.7K 0.01% 1178
2023
Q3 		$557K Sell
33,507
-4,197
-11% -$72.6K 0.01% 1166
2023
Q2 		$650K Sell
37,704
-1,305
-3% -$21.3K 0.01% 1112
2023
Q1 		$622K Buy
+39,009
New +$610K 0.01% 1067
2020
Q3 		– Sell
-2,580
Closed -$32K – 1738
2020
Q2 		$32K Sell
2,580
-36
-1% -$415 ﹤0.01% 816
2020
Q1 		$26K Sell
2,616
-36
-1% -$436 ﹤0.01% 765
2019
Q4 		$34K Buy
+2,652
New +$32.5K ﹤0.01% 634

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

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

Orion Portfolio Solutions increased its Schwab US Broad Market ETF (SCHB) stake by 28% in Q1 2025, buying an estimated $524K and bringing the position to 104,477 shares worth $2.25M. The position accounts for 0.02% of the portfolio, ranked #648.

Orion Portfolio Solutions first reported a position in SCHB in Q4 2019 and has held it in 12 quarters since. 1,170 funds tracked by Wall St. Rank hold SCHB as of Q1 2025.

  • Orion Portfolio Solutions held 104,477 shares of Schwab US Broad Market ETF worth $2.25M as of Q1 2025.
  • Orion Portfolio Solutions bought 23,046 Schwab US Broad Market ETF shares in Q1 2025, an estimated $524K.
  • Schwab US Broad Market ETF made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #648 holding.
  • Orion Portfolio Solutions first reported a position in Schwab US Broad Market ETF in Q4 2019 and has held it in 12 quarters since.
  • 1,170 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2025.

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