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Orion Portfolio Solutions’s Schwab International Equity ETF SCHF Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$2.76M Buy
139,644
+3,287
+2% +$64.5K 0.03% 564
2024
Q4 		$2.52M Buy
136,357
+27,319
+25% +$533K 0.03% 582
2024
Q3 		$2.24M Buy
109,038
+21,400
+24% +$423K 0.02% 636
2024
Q2 		$1.68M Sell
87,638
-6,944
-7% -$134K 0.02% 732
2024
Q1 		$1.85M Buy
94,582
+12,150
+15% +$227K 0.02% 691
2023
Q4 		$1.52M Buy
82,432
+6,632
+9% +$115K 0.02% 762
2023
Q3 		$1.29M Sell
75,800
-17,152
-18% -$303K 0.02% 813
2023
Q2 		$1.66M Buy
92,952
+35,046
+61% +$622K 0.02% 738
2023
Q1 		$1.01M Buy
57,906
+30,710
+113% +$526K 0.01% 866
2022
Q4 		$438K Buy
27,196
+9,934
+58% +$155K 0.02% 535
2022
Q3 		$243K Buy
+17,262
New +$271K 0.01% 641
2020
Q3 		– Sell
-1,326
Closed -$20K – 1742
2020
Q2 		$20K Sell
1,326
-108
-8% -$1.52K ﹤0.01% 959
2020
Q1 		$19K Sell
1,434
-1,512
-51% -$23.3K ﹤0.01% 854
2019
Q4 		$50K Buy
+2,946
New +$48.5K ﹤0.01% 552

Other funds holding SCHF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Orion Portfolio Solutions increased its Schwab International Equity ETF (SCHF) stake by 2.4% in Q1 2025, buying an estimated $64.5K and bringing the position to 139,644 shares worth $2.76M. The position accounts for 0.03% of the portfolio, ranked #564.

Orion Portfolio Solutions first reported a position in SCHF in Q4 2019 and has held it in 14 quarters since. 1,306 funds tracked by Wall St. Rank hold SCHF as of Q1 2025.

  • Orion Portfolio Solutions held 139,644 shares of Schwab International Equity ETF worth $2.76M as of Q1 2025.
  • Orion Portfolio Solutions bought 3,287 Schwab International Equity ETF shares in Q1 2025, an estimated $64.5K.
  • Schwab International Equity ETF made up 0.03% of Orion Portfolio Solutions's portfolio in Q1 2025, its #564 holding.
  • Orion Portfolio Solutions first reported a position in Schwab International Equity ETF in Q4 2019 and has held it in 14 quarters since.
  • 1,306 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2025.

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