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Orion Porfolio Solutions, LLC: SCHO position timeline

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

Orion Porfolio Solutions, LLC held 34,911 SCHO 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 34,911 shares
    Change vs previous 13F +15,607 shares

    0.01% of the 13F portfolio, value $842,762.

    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 19,304 shares
    Change vs previous 13F -48,440 shares

    <0.01% of the 13F portfolio, value $468,502.

    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 67,744 shares
    Change vs previous 13F +30,296 shares

    0.01% of the 13F portfolio, value $1,650,929.

    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 37,448 shares
    Change vs previous 13F +14,613 shares

    0.01% of the 13F portfolio, value $913,727.

    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 22,835 shares
    Change vs previous 13F +2,392 shares

    <0.01% of the 13F portfolio, value $556,714.

    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 20,443 shares
    Change vs previous 13F -1,874 shares

    <0.01% of the 13F portfolio, value $497,578.

    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 22,317 shares
    Change vs previous 13F +11,778 shares

    0.01% of the 13F portfolio, value $536,939.

    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 10,539 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $516,180.

    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).