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Orion Portfolio Solutions, LLC: SCHW position timeline

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

Orion Portfolio Solutions, LLC held 151,304 SCHW shares at 2025-03-31 per its 13F-HR/A filed 2025-05-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F/A 151,304 shares
    Change vs previous 13F -40,887 shares

    0.12% of the 13F portfolio, value $11,844,057.

    13F-HR/A 0001580642-25-003122 filed by Orion Portfolio 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 ended2024-12-31
    13F 192,191 shares
    Change vs previous 13F +70,126 shares

    0.17% of the 13F portfolio, value $17,537,394.

    13F-HR 0001580642-25-000963 filed by Orion Portfolio 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 ended2024-09-30
    13F 122,065 shares
    Change vs previous 13F +665 shares

    0.08% of the 13F portfolio, value $7,911,054.

    13F-HR 0001580642-24-006993 filed by Orion Portfolio 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 ended2024-06-30
    13F 121,400 shares
    Change vs previous 13F -13,497 shares

    0.09% of the 13F portfolio, value $8,945,998.

    13F-HR 0001580642-24-004489 filed by Orion Portfolio 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 ended2024-03-31
    13F 134,897 shares
    Change vs previous 13F +10,393 shares

    0.1% of the 13F portfolio, value $9,758,468.

    13F-HR 0001580642-24-002627 filed by Orion Portfolio 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 ended2023-12-31
    13F 124,504 shares
    Change vs previous 13F -20,633 shares

    0.1% of the 13F portfolio, value $8,441,382.

    13F-HR 0001580642-24-000908 filed by Orion Portfolio 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 ended2023-09-30
    13F 145,137 shares
    Change vs previous 13F +10,173 shares

    0.1% of the 13F portfolio, value $7,968,018.

    13F-HR 0001580642-23-005895 filed by Orion Portfolio 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 ended2023-06-30
    13F/A 134,964 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $7,649,760.

    13F-HR/A 0001580642-23-004295 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).