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Orion Portfolio Solutions’s Schwab US Large- Cap ETF SCHX Stock Holding History

Orion Portfolio Solutions’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$21M Sell
950,964
-19,292
-2% -$449K 0.21% 91
2024
Q4 		$22.5M Sell
970,256
-162,196
-14% -$3.78M 0.22% 80
2024
Q3 		$25.6M Sell
1,132,452
-91,215
-7% -$1.99M 0.26% 70
2024
Q2 		$26.2M Sell
1,223,667
-12,144
-1% -$251K 0.28% 64
2024
Q1 		$25.6M Sell
1,235,811
-89,550
-7% -$1.76M 0.27% 67
2023
Q4 		$24.9M Sell
1,325,361
-128,109
-9% -$2.25M 0.29% 68
2023
Q3 		$24.5M Buy
1,453,470
+17,436
+1% +$306K 0.3% 59
2023
Q2 		$25.1M Sell
1,436,034
-76,587
-5% -$1.26M 0.27% 64
2023
Q1 		$24.4M Buy
1,512,621
+1,471,545
+3,582% +$23.2M 0.3% 60
2022
Q4 		$618K Buy
41,076
+5,925
+17% +$89.7K 0.02% 435
2022
Q3 		$496K Buy
35,151
+2,184
+7% +$34.3K 0.02% 424
2022
Q2 		$491K Buy
32,967
+7,128
+28% +$116K 0.02% 404
2022
Q1 		$464K Buy
25,839
+1,707
+7% +$30.2K 0.02% 451
2021
Q4 		$458K Buy
+24,132
New +$446K 0.02% 444
2020
Q3 		– Sell
-252
Closed -$3K – 1750
2020
Q2 		$3K Sell
252
-3,006
-92% -$35K ﹤0.01% 1682
2020
Q1 		$33K Buy
3,258
+2,646
+432% +$32.1K ﹤0.01% 695
2019
Q4 		$8K Buy
+612
New +$7.5K ﹤0.01% 1105

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

Orion Portfolio Solutions reduced its Schwab US Large- Cap ETF (SCHX) stake by 2% in Q1 2025, selling an estimated $449K and leaving 950,964 shares worth $21M. The position accounts for 0.21% of the portfolio, ranked #91.

Orion Portfolio Solutions first reported a position in SCHX in Q4 2019 and has held it in 17 quarters since. The position peaked at $26.2M in Q2 2024. 1,353 funds tracked by Wall St. Rank hold SCHX as of Q1 2025.

  • Orion Portfolio Solutions held 950,964 shares of Schwab US Large- Cap ETF worth $21M as of Q1 2025.
  • Orion Portfolio Solutions sold 19,292 Schwab US Large- Cap ETF shares in Q1 2025, an estimated $449K.
  • Schwab US Large- Cap ETF made up 0.21% of Orion Portfolio Solutions's portfolio in Q1 2025, its #91 holding.
  • Orion Portfolio Solutions first reported a position in Schwab US Large- Cap ETF in Q4 2019 and has held it in 17 quarters since.
  • Orion Portfolio Solutions's Schwab US Large- Cap ETF position peaked at $26.2M in Q2 2024.
  • 1,353 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2025.

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