Orion Capital Management LLC Schwab Strategic Tr Us Broad M Transaction History

Orion Capital Management LLC

  • $201 Million
  • Q3 2024

A detailed history of Orion Capital Management LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Orion Capital Management LLC holds 3,819 shares of SCHB stock, worth $88,829. This represents 0.13% of its overall portfolio holdings.

Number of Shares
3,819
Previous 3,819 -0.0%
Holding current value
$88,829
Previous $240,000 5.83%
% of portfolio
0.13%
Previous 0.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
BUY
$54.61 - $61.05 $20,533 - $22,954
376 Added 10.92%
3,819 $233,000
Q4 2023

Feb 05, 2024
BUY
$47.61 - $55.91 $120,310 - $141,284
2,527 Added 275.87%
3,443 $191,000
Q3 2023

Nov 15, 2023
BUY
$49.59 - $53.57 $45,424 - $49,070
916 New
916 $45,000

Others Institutions Holding SCHB

# of Institutions
1,183
Shares Held
167M
Call Options Held
172K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
Track This Portfolio

Track Orion Capital Management LLC Portfolio

Follow Orion Capital Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Orion Capital Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Orion Capital Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email