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Orion Portfolio Solutions’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Orion Portfolio Solutions’s Portfolio SCHI Stock Details SCHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$873K Buy
38,850
+4,927
+15% +$110K 0.01% 1157
2024
Q4 		$749K Sell
33,923
-6,285
-16% -$141K 0.01% 1196
2024
Q3 		$928K Buy
40,208
+5,506
+16% +$125K 0.01% 1080
2024
Q2 		$765K Buy
34,702
+4,782
+16% +$105K 0.01% 1101
2024
Q1 		$666K Buy
29,920
+600
+2% +$13.3K 0.01% 1160
2023
Q4 		$653K Buy
+29,320
New +$628K 0.01% 1108

Other funds holding SCHI

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LAM
L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 1-Year Est. Return

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

Orion Portfolio Solutions increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 15% in Q1 2025, buying an estimated $110K and bringing the position to 38,850 shares worth $873K. The position accounts for 0.01% of the portfolio, ranked #1157.

Orion Portfolio Solutions first reported a position in SCHI in Q4 2023 and has held it in 6 quarters since. The position peaked at $928K in Q3 2024. 213 funds tracked by Wall St. Rank hold SCHI as of Q1 2025.

  • Orion Portfolio Solutions held 38,850 shares of Schwab 5-10 Year Corporate Bond ETF worth $873K as of Q1 2025.
  • Orion Portfolio Solutions bought 4,927 Schwab 5-10 Year Corporate Bond ETF shares in Q1 2025, an estimated $110K.
  • Schwab 5-10 Year Corporate Bond ETF made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1157 holding.
  • Orion Portfolio Solutions first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2023 and has held it in 6 quarters since.
  • Orion Portfolio Solutions's Schwab 5-10 Year Corporate Bond ETF position peaked at $928K in Q3 2024.
  • 213 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2025.

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