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Orion Porfolio Solutions, LLC: SCHD position timeline

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

Orion Porfolio Solutions, LLC held 38,864 SCHD 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 38,864 shares
    Change vs previous 13F -34,271 shares

    0.01% of the 13F portfolio, value $1,232,373.

    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 73,135 shares
    Change vs previous 13F -344,616 shares

    0.02% of the 13F portfolio, value $2,243,775.

    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 417,751 shares
    Change vs previous 13F +225,439 shares

    0.08% of the 13F portfolio, value $11,458,903.

    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 192,312 shares
    Change vs previous 13F -56,327 shares

    0.04% of the 13F portfolio, value $5,250,120.

    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 248,639 shares
    Change vs previous 13F -19,783 shares

    0.06% of the 13F portfolio, value $6,588,912.

    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 268,422 shares
    Change vs previous 13F +2,850 shares

    0.07% of the 13F portfolio, value $7,505,091.

    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 265,572 shares
    Change vs previous 13F +165,485 shares

    0.07% of the 13F portfolio, value $7,255,422.

    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 100,087 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $8,460,381.

    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).