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Orion Porfolio Solutions, LLC: SCHX position timeline

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

Orion Porfolio Solutions, LLC held 836,969 SCHX 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 836,969 shares
    Change vs previous 13F -13,758 shares

    0.19% of the 13F portfolio, value $24,632,003.

    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 850,727 shares
    Change vs previous 13F -63,895 shares

    0.19% of the 13F portfolio, value $21,812,651.

    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 914,622 shares
    Change vs previous 13F -40,222 shares

    0.18% of the 13F portfolio, value $24,612,465.

    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 954,844 shares
    Change vs previous 13F -8,496 shares

    0.2% of the 13F portfolio, value $25,150,581.

    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 963,340 shares
    Change vs previous 13F +12,376 shares

    0.2% of the 13F portfolio, value $23,544,008.

    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 950,964 shares
    Change vs previous 13F -19,292 shares

    0.21% of the 13F portfolio, value $20,997,287.

    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 970,256 shares
    Change vs previous 13F +592,772 shares

    0.22% of the 13F portfolio, value $22,490,540.

    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 377,484 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $25,612,306.

    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).