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Orion Portfolio Solutions’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Orion Portfolio Solutions’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$251K Sell
9,569
-629
-6% -$17.5K ﹤0.01% 1704
2024
Q4 		$283K Sell
10,198
-3,056
-23% -$87.1K ﹤0.01% 1590
2024
Q3 		$367K Sell
13,254
-15,885
-55% -$422K ﹤0.01% 1439
2024
Q2 		$756K Sell
29,139
-1,590
-5% -$41.6K 0.01% 1108
2024
Q1 		$834K Buy
30,729
+3,765
+14% +$96K 0.01% 1063
2023
Q4 		$670K Sell
26,964
-31,455
-54% -$721K 0.01% 1098
2023
Q3 		$1.32M Sell
58,419
-2,292
-4% -$54.3K 0.02% 798
2023
Q2 		$1.44M Sell
60,711
-1,548
-2% -$34.9K 0.02% 797
2023
Q1 		$1.41M Buy
62,259
+38,661
+164% +$890K 0.02% 736
2022
Q4 		$516K Sell
23,598
-2,607
-10% -$57.1K 0.02% 490
2022
Q3 		$529K Sell
26,205
-7,329
-22% -$164K 0.02% 410
2022
Q2 		$701K Sell
33,534
-1,554
-4% -$35.9K 0.03% 322
2022
Q1 		$887K Buy
35,088
+5,298
+18% +$133K 0.03% 287
2021
Q4 		$799K Buy
29,790
+11,721
+65% +$313K 0.03% 320
2021
Q3 		$462K Buy
18,069
+4,524
+33% +$118K 0.02% 410
2021
Q2 		$353K Sell
13,545
-8,559
-39% -$221K 0.01% 442
2021
Q1 		$548K Buy
22,104
+12,063
+120% +$293K 0.02% 305
2020
Q4 		$228K Buy
+10,041
New +$209K 0.01% 456
2020
Q3 		– Sell
-3,012
Closed -$53K – 1746
2020
Q2 		$53K Sell
3,012
-120
-4% -$1.96K ﹤0.01% 688
2020
Q1 		$44K Buy
3,132
+1,416
+83% +$25.9K ﹤0.01% 619
2019
Q4 		$34K Buy
+1,716
New +$33.2K ﹤0.01% 636

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

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

Orion Portfolio Solutions reduced its Schwab US Mid-Cap ETF (SCHM) stake by 6.2% in Q1 2025, selling an estimated $17.5K and leaving 9,569 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #1704.

Orion Portfolio Solutions first reported a position in SCHM in Q4 2019 and has held it in 21 quarters since. The position peaked at $1.44M in Q2 2023. 914 funds tracked by Wall St. Rank hold SCHM as of Q1 2025.

  • Orion Portfolio Solutions held 9,569 shares of Schwab US Mid-Cap ETF worth $251K as of Q1 2025.
  • Orion Portfolio Solutions sold 629 Schwab US Mid-Cap ETF shares in Q1 2025, an estimated $17.5K.
  • Schwab US Mid-Cap ETF made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1704 holding.
  • Orion Portfolio Solutions first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and has held it in 21 quarters since.
  • Orion Portfolio Solutions's Schwab US Mid-Cap ETF position peaked at $1.44M in Q2 2023.
  • 914 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2025.

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