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Orion Capital Management LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Orion Capital Management LLC on SCHD, newest first. How the timeline and the estimate are built.

Orion Capital Management LLC held 96,008 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 96,008 shares
    Change vs previous 13F -16,499 shares

    0.95% of the 13F portfolio, value $3,044,409.

    13F-HR 0001846758-26-000003 filed by Orion Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 112,507 shares
    Change vs previous 13F -5,472 shares

    1.19% of the 13F portfolio, value $3,451,718.

    13F-HR 0001846758-26-000002 filed by Orion Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 117,979 shares
    Change vs previous 13F -10,441 shares

    1.09% of the 13F portfolio, value $3,236,164.

    13F-HR 0001846758-26-000001 filed by Orion Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 128,420 shares
    Change vs previous 13F -9,957 shares

    1.22% of the 13F portfolio, value $3,505,866.

    13F-HR 0001846758-25-000003 filed by Orion Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 138,377 shares
    Change vs previous 13F -1,173 shares

    1.4% of the 13F portfolio, value $3,666,991.

    13F-HR 0001095449-25-000053 filed by Orion Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 139,550 shares
    Change vs previous 13F +9,687 shares

    1.64% of the 13F portfolio, value $3,901,818.

    13F-HR 0001095449-25-000037 filed by Orion Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 129,863 shares
    Change vs previous 13F +87,813 shares

    1.56% of the 13F portfolio, value $3,547,857.

    13F-HR 0001095449-25-000012 filed by Orion Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 42,050 shares
    Change vs previous 13F not available

    1.73% of the 13F portfolio, value $3,554,487.

    13F-HR 0001095449-24-000089 filed by Orion Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).