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Orion Porfolio Solutions, LLC: SCHF position timeline

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

Orion Porfolio Solutions, LLC held 146,130 SCHF 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 146,130 shares
    Change vs previous 13F +5,474 shares

    0.03% of the 13F portfolio, value $4,047,803.

    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 140,656 shares
    Change vs previous 13F -26,509 shares

    0.03% of the 13F portfolio, value $3,481,236.

    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 167,165 shares
    Change vs previous 13F +245 shares

    0.03% of the 13F portfolio, value $4,018,642.

    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 166,920 shares
    Change vs previous 13F +16,646 shares

    0.03% of the 13F portfolio, value $3,885,896.

    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 150,274 shares
    Change vs previous 13F +10,630 shares

    0.03% of the 13F portfolio, value $3,321,060.

    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 139,644 shares
    Change vs previous 13F +3,287 shares

    0.03% of the 13F portfolio, value $2,762,153.

    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 136,357 shares
    Change vs previous 13F +81,838 shares

    0.03% of the 13F portfolio, value $2,522,602.

    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 54,519 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,241,831.

    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).