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Orion Porfolio Solutions, LLC: SCHG position timeline

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

Orion Porfolio Solutions, LLC held 274,386 SCHG 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 274,386 shares
    Change vs previous 13F -70,003 shares

    0.07% of the 13F portfolio, value $9,285,206.

    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 344,389 shares
    Change vs previous 13F -507,699 shares

    0.09% of the 13F portfolio, value $10,032,046.

    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 852,088 shares
    Change vs previous 13F +192,198 shares

    0.2% of the 13F portfolio, value $27,795,123.

    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 659,890 shares
    Change vs previous 13F +57,387 shares

    0.16% of the 13F portfolio, value $21,057,077.

    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 602,503 shares
    Change vs previous 13F +122,024 shares

    0.15% of the 13F portfolio, value $17,599,113.

    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 480,479 shares
    Change vs previous 13F +359,875 shares

    0.12% of the 13F portfolio, value $12,031,203.

    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 120,604 shares
    Change vs previous 13F +91,346 shares

    0.03% of the 13F portfolio, value $3,361,218.

    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 29,258 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,048,067.

    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).