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Orion Porfolio Solutions, LLC: SCHA position timeline

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

Orion Porfolio Solutions, LLC held 70,653 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 70,653 shares
    Change vs previous 13F -2,111 shares

    0.02% of the 13F portfolio, value $2,552,690.

    13F-HR 0001580642-26-005284 filed by Orion Porfolio Solutions, 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 72,764 shares
    Change vs previous 13F -8,195 shares

    0.02% of the 13F portfolio, value $2,115,972.

    13F-HR 0001580642-26-003152 filed by Orion Porfolio Solutions, 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 80,959 shares
    Change vs previous 13F -648 shares

    0.02% of the 13F portfolio, value $2,305,705.

    13F-HR 0001580642-26-001034 filed by Orion Porfolio Solutions, 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 81,607 shares
    Change vs previous 13F +3,047 shares

    0.02% of the 13F portfolio, value $2,276,825.

    13F-HR 0001580642-25-007239 filed by Orion Porfolio Solutions, 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/A 78,560 shares
    Change vs previous 13F -22,509 shares

    0.02% of the 13F portfolio, value $1,987,573.

    13F-HR/A 0001580642-25-005505 filed by Orion Porfolio Solutions, 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 101,069 shares
    Change vs previous 13F +10,651 shares

    0.02% of the 13F portfolio, value $2,368,051.

    13F-HR 0001580642-25-004677 filed by Orion Porfolio Solutions, 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 90,418 shares
    Change vs previous 13F +51,080 shares

    0.02% of the 13F portfolio, value $2,338,213.

    13F-HR 0001580642-25-004676 filed by Orion Porfolio Solutions, 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 39,338 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,025,891.

    13F-HR 0001580642-25-004675 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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