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Orion Portfolio Solutions’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Orion Portfolio Solutions’s Portfolio SCHC Stock Details SCHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$386K Buy
10,749
+180
+2% +$6.43K ﹤0.01% 1516
2024
Q4 		$363K Buy
10,569
+2,388
+29% +$87K ﹤0.01% 1467
2024
Q3 		$315K Buy
8,181
+1,742
+27% +$64.1K ﹤0.01% 1511
2024
Q2 		$229K Sell
6,439
-351
-5% -$12.5K ﹤0.01% 1576
2024
Q1 		$243K Buy
+6,790
New +$234K ﹤0.01% 1541
2020
Q3 		– Sell
-20
Closed -$1K – 1739
2020
Q2 		$1K Sell
20
-104
-84% -$2.87K ﹤0.01% 2066
2020
Q1 		$3K Sell
124
-46
-27% -$1.41K ﹤0.01% 1489
2019
Q4 		$6K Buy
+170
New +$5.67K ﹤0.01% 1213

Other funds holding SCHC

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

Orion Portfolio Solutions increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 1.7% in Q1 2025, buying an estimated $6.43K and bringing the position to 10,749 shares worth $386K. The position accounts for ﹤0.01% of the portfolio, ranked #1516.

Orion Portfolio Solutions first reported a position in SCHC in Q4 2019 and has held it in 8 quarters since. 417 funds tracked by Wall St. Rank hold SCHC as of Q1 2025.

  • Orion Portfolio Solutions held 10,749 shares of Schwab International Small-Cap Equity ETF worth $386K as of Q1 2025.
  • Orion Portfolio Solutions bought 180 Schwab International Small-Cap Equity ETF shares in Q1 2025, an estimated $6.43K.
  • Schwab International Small-Cap Equity ETF made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1516 holding.
  • Orion Portfolio Solutions first reported a position in Schwab International Small-Cap Equity ETF in Q4 2019 and has held it in 8 quarters since.
  • 417 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2025.

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